PCS
Personal CFO Solutions’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Buy |
+4,118
| New | +$895K | 0.17% | 130 |
|
|
2022
Q2 | – | Sell |
-6,837
| Closed | -$1.27M | – | 503 |
|
|
2022
Q1 | $1.27M | Buy |
6,837
+657
| +11% | +$122K | 0.25% | 80 |
|
|
2021
Q4 | $1.26M | Sell |
6,180
-873
| -12% | -$178K | 0.24% | 85 |
|
|
2021
Q3 | $1.27M | Buy |
7,053
+1,720
| +32% | +$309K | 0.26% | 82 |
|
|
2021
Q2 | $952K | Sell |
5,333
-611
| -10% | -$109K | 0.2% | 105 |
|
|
2021
Q1 | $999K | Sell |
5,944
-1,284
| -18% | -$216K | 0.22% | 97 |
|
|
2020
Q4 | $1.16M | Sell |
7,228
-84
| -1% | -$13.5K | 0.29% | 80 |
|
|
2020
Q3 | $1K | Sell |
7,312
-14,654
| -67% | -$2K | 0.33% | 132 |
|
|
2020
Q2 | $2.81M | Buy |
+21,966
| New | +$2.81M | 0.83% | 30 |
|
|
2020
Q1 | – | Sell |
-10,367
| Closed | -$1.3M | – | 385 |
|
|
2019
Q4 | $1.3M | Sell |
10,367
-522
| -5% | -$65.5K | 0.37% | 55 |
|
|
2019
Q3 | $1.31M | Buy |
+10,889
| New | +$1.31M | 0.52% | 38 |
|