Optimum Investment Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $168K | Hold |
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|
2025
Q2 | $152K | Hold |
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|
2025
Q1 | $138K | Hold |
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|
2024
Q4 | $157K | Hold |
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|
2024
Q3 | $140K | Hold |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $129K | Hold |
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|
2023
Q4 | $125K | Hold |
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|
2023
Q3 | $113K | Hold |
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|
2023
Q2 | $119K | Hold |
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|
2023
Q1 | $105K | Hold |
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|
2022
Q4 | $90.4K | Hold |
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|
2022
Q3 | $100K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $130K | Sell |
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|
2021
Q4 | $164K | Hold |
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|
2021
Q3 | $144K | Sell |
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|
2021
Q2 | $195K | Hold |
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|
2021
Q1 | $184K | Sell |
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|
2020
Q4 | $208K | Sell |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | $159K | Sell |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $245K | Hold |
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|
2018
Q4 | $213K | Hold |
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|
2018
Q3 | $252K | Hold |
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|
2018
Q2 | $235K | Hold |
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|
2018
Q1 | $218K | Hold |
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|
2017
Q4 | $212K | Sell |
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|
2017
Q3 | $216K | Hold |
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|
2017
Q2 | $215K | Hold |
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|
2017
Q1 | $211K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $238K | Hold |
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|
2016
Q2 | $232K | Sell |
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|
2016
Q1 | $306K | Hold |
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|
2015
Q4 | $302K | Buy |
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|
2015
Q3 | $265K | Buy |
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|
2015
Q1 | $269K | Sell |
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|
2014
Q4 | $243K | Buy |
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|
2014
Q3 | $143K | Buy |
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|
2014
Q2 | $107K | Buy |
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|
2014
Q1 | $26K | Hold |
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|
2013
Q4 | $27K | Hold |
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|
2013
Q3 | $24K | Buy |
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