Oxler Private Wealth’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
Q2 | $765K | Sell |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $833K | Buy |
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|
2024
Q3 | $743K | Buy |
|
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|
2024
Q2 | $675K | Sell |
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|
2024
Q1 | $684K | Sell |
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|
2023
Q4 | $670K | Buy |
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|
2023
Q3 | $602K | Sell |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $753K | Sell |
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|
2021
Q3 | $672K | Sell |
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|
2021
Q2 | $672K | Hold |
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|
2021
Q1 | $632K | Sell |
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|
2020
Q4 | $608K | Buy |
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