Paladin Advisory Group’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 | $103K | Hold |
473
| – | – | 0.08% | 113 |
|
|
2025
Q1 | $93.4K | Hold |
473
| – | – | 0.07% | 113 |
|
|
2024
Q4 | $106K | Sell |
473
-29
| -6% | -$6.51K | 0.08% | 112 |
|
|
2024
Q3 | $101K | Sell |
502
-135
| -21% | -$27.1K | 0.07% | 113 |
|
|
2024
Q2 | $117K | Hold |
637
| – | – | 0.09% | 108 |
|
|
2024
Q1 | $116K | Hold |
637
| – | – | 0.09% | 107 |
|
|
2023
Q4 | $114K | Hold |
637
| – | – | 0.09% | 107 |
|
|
2023
Q3 | $103K | Sell |
637
-14
| -2% | -$2.25K | 0.09% | 117 |
|
|
2023
Q2 | $111K | Hold |
651
| – | – | 0.09% | 119 |
|
|
2023
Q1 | $97.4K | Buy |
+651
| New | +$97.4K | 0.08% | 126 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 274 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 280 |
|
|
2022
Q2 | – | Sell |
-651
| Closed | -$120K | – | 281 |
|
|
2022
Q1 | $120K | Buy |
+651
| New | +$120K | 0.1% | 120 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 272 |
|