Perfromance Wealth Partners’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 | $323K | Hold |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $336K | Buy |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $351K | Buy |
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