Peterson Wealth Management’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
Q1 | $6.06M | Buy |
30,711
+417
| +1% | +$82.3K | 4.08% | 7 |
|
|
2024
Q4 | $6.8M | Buy |
30,294
+893
| +3% | +$200K | 4.04% | 7 |
|
|
2024
Q3 | $5.89M | Buy |
29,401
+418
| +1% | +$83.8K | 3.76% | 9 |
|
|
2024
Q2 | $5.29M | Buy |
28,983
+6,043
| +26% | +$1.1M | 3.26% | 9 |
|
|
2024
Q1 | $4.22M | Buy |
22,940
+504
| +2% | +$92.7K | 3.05% | 9 |
|
|
2023
Q4 | $4.01M | Buy |
22,436
+3,783
| +20% | +$676K | 3.61% | 7 |
|
|
2023
Q3 | $3M | Buy |
18,653
+8,251
| +79% | +$1.33M | 2.47% | 12 |
|
|
2023
Q2 | $1.77M | Buy |
10,402
+2,241
| +27% | +$381K | 1.4% | 17 |
|
|
2023
Q1 | $1.22M | Buy |
8,161
+644
| +9% | +$96.3K | 1.17% | 26 |
|
|
2022
Q4 | $971K | Sell |
7,517
-105
| -1% | -$13.6K | 0.99% | 27 |
|
|
2022
Q3 | $1.09M | Buy |
+7,622
| New | +$1.09M | 1.01% | 30 |
|
|
2022
Q2 | – | Sell |
-13,015
| Closed | -$2.41M | – | 62 |
|
|
2022
Q1 | $2.41M | Sell |
13,015
-9,358
| -42% | -$1.73M | 1.62% | 19 |
|
|
2021
Q4 | $4.57M | Buy |
22,373
+1,036
| +5% | +$212K | 3.05% | 9 |
|
|
2021
Q3 | $3.83M | Buy |
21,337
+148
| +0.7% | +$26.6K | 2.97% | 10 |
|
|
2021
Q2 | $3.78M | Sell |
21,189
-5,744
| -21% | -$1.03M | 2.95% | 9 |
|
|
2021
Q1 | $4.53M | Buy |
26,933
+12,997
| +93% | +$2.18M | 3.84% | 10 |
|
|
2020
Q4 | $2.24M | Buy |
13,936
+1,438
| +12% | +$231K | 1.82% | 17 |
|
|
2020
Q3 | $1.84M | Buy |
12,498
+8,189
| +190% | +$1.2M | 1.63% | 21 |
|
|
2020
Q2 | $550K | Buy |
4,309
+1,981
| +85% | +$253K | 0.55% | 31 |
|
|
2020
Q1 | $228K | Sell |
2,328
-23,953
| -91% | -$2.35M | 0.28% | 38 |
|
|
2019
Q4 | $3.33M | Buy |
+26,281
| New | +$3.33M | 3.03% | 13 |
|