ORG Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.1K | Sell |
221
-23
| -9% | -$5.11K | 0.01% | 542 |
|
|
2025
Q1 | $49.4K | Sell |
244
-237
| -49% | -$48K | 0.01% | 485 |
|
|
2024
Q4 | $109K | Hold |
481
| – | – | 0.01% | 410 |
|
|
2024
Q3 | $97K | Sell |
481
-29
| -6% | -$5.85K | 0.02% | 389 |
|
|
2024
Q2 | $94.1K | Buy |
+510
| New | +$94.1K | 0.01% | 618 |
|
|
2024
Q1 | – | Sell |
-536
| Closed | -$96.1K | – | 1162 |
|
|
2023
Q4 | $96.1K | Sell |
536
-180
| -25% | -$32.3K | 0.02% | 407 |
|
|
2023
Q3 | $115K | Sell |
716
-1,025
| -59% | -$165K | 0.03% | 380 |
|
|
2023
Q2 | $297K | Buy |
+1,741
| New | +$297K | 0.05% | 309 |
|