Patriot Financial Group Insurance Agency’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 | $290K | Sell |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $350K | Buy |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $121K | Buy |
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|
2020
Q4 | $19K | Buy |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $8K | Sell |
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|
2020
Q1 | $93K | Buy |
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|
2019
Q4 | $104K | Buy |
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|
2019
Q3 | $90K | Sell |
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|
2019
Q2 | $91K | Buy |
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|
2019
Q1 | $74K | Sell |
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|
2018
Q4 | $73K | Sell |
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|
2018
Q3 | $101K | Buy |
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|
2018
Q2 | $53K | Sell |
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|
2018
Q1 | $206K | Buy |
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|
2017
Q4 | $175K | Buy |
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|
2017
Q3 | $92K | Buy |
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|
2017
Q2 | $72K | Buy |
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|
2017
Q1 | $19K | Buy |
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