Perfromance Wealth 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 | $323K | Hold |
1,487
| – | – | 0.01% | 147 |
|
|
2025
Q1 | $294K | Sell |
1,487
-355
| -19% | -$70.1K | 0.01% | 135 |
|
|
2024
Q4 | $413K | Hold |
1,842
| – | – | 0.01% | 112 |
|
|
2024
Q3 | $369K | Hold |
1,842
| – | – | 0.01% | 124 |
|
|
2024
Q2 | $336K | Buy |
1,842
+16
| +0.9% | +$2.92K | 0.01% | 113 |
|
|
2024
Q1 | $336K | Hold |
1,826
| – | – | 0.01% | 119 |
|
|
2023
Q4 | $327K | Hold |
1,826
| – | – | 0.01% | 126 |
|
|
2023
Q3 | $294K | Hold |
1,826
| – | – | 0.01% | 135 |
|
|
2023
Q2 | $314K | Hold |
1,826
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $273K | Sell |
1,826
-13
| -0.7% | -$1.94K | 0.01% | 150 |
|
|
2022
Q4 | $238K | Buy |
1,839
+35
| +2% | +$4.52K | 0.01% | 146 |
|
|
2022
Q3 | $257K | Buy |
1,804
+75
| +4% | +$10.7K | 0.01% | 134 |
|
|
2022
Q2 | $238K | Hold |
1,729
| – | – | 0.01% | 141 |
|
|
2022
Q1 | $320K | Buy |
1,729
+13
| +0.8% | +$2.41K | 0.01% | 132 |
|
|
2021
Q4 | $351K | Buy |
+1,716
| New | +$351K | 0.01% | 135 |
|