Oxler Private Wealth’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 | $765K | Sell |
3,518
-206
| -6% | -$44.8K | 0.24% | 48 |
|
|
2025
Q1 | $735K | Buy |
3,724
+10
| +0.3% | +$1.97K | 0.26% | 48 |
|
|
2024
Q4 | $833K | Buy |
3,714
+7
| +0.2% | +$1.57K | 0.27% | 47 |
|
|
2024
Q3 | $743K | Buy |
3,707
+7
| +0.2% | +$1.4K | 0.26% | 51 |
|
|
2024
Q2 | $675K | Sell |
3,700
-22
| -0.6% | -$4.01K | 0.25% | 54 |
|
|
2024
Q1 | $684K | Sell |
3,722
-27
| -0.7% | -$4.97K | 0.27% | 54 |
|
|
2023
Q4 | $670K | Buy |
3,749
+18
| +0.5% | +$3.22K | 0.56% | 32 |
|
|
2023
Q3 | $602K | Sell |
3,731
-4
| -0.1% | -$646 | 0.3% | 62 |
|
|
2023
Q2 | $634K | Buy |
3,735
+6
| +0.2% | +$1.02K | 0.3% | 64 |
|
|
2023
Q1 | $558K | Buy |
3,729
+11
| +0.3% | +$1.65K | 0.28% | 68 |
|
|
2022
Q4 | $480K | Sell |
3,718
-41
| -1% | -$5.3K | 0.26% | 70 |
|
|
2022
Q3 | $534K | Buy |
3,759
+60
| +2% | +$8.52K | 0.3% | 71 |
|
|
2022
Q2 | $509K | Buy |
3,699
+8
| +0.2% | +$1.1K | 0.24% | 77 |
|
|
2022
Q1 | $682K | Buy |
3,691
+6
| +0.2% | +$1.11K | 0.31% | 74 |
|
|
2021
Q4 | $753K | Sell |
3,685
-63
| -2% | -$12.9K | 0.31% | 78 |
|
|
2021
Q3 | $672K | Sell |
3,748
-17
| -0.5% | -$3.05K | 0.3% | 88 |
|
|
2021
Q2 | $672K | Hold |
3,765
| – | – | 0.29% | 90 |
|
|
2021
Q1 | $632K | Sell |
3,765
-20
| -0.5% | -$3.36K | 0.32% | 80 |
|
|
2020
Q4 | $608K | Buy |
+3,785
| New | +$608K | 0.34% | 68 |
|