Phillips Wealth Planners’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 | $797K | Buy |
3,662
+123
| +3% | +$26.8K | 0.72% | 37 |
|
|
2025
Q1 | $671K | Buy |
3,539
+261
| +8% | +$49.5K | 0.71% | 44 |
|
|
2024
Q4 | $724K | Sell |
3,278
-84
| -2% | -$18.5K | 0.72% | 36 |
|
|
2024
Q3 | $669K | Buy |
3,362
+92
| +3% | +$18.3K | 0.64% | 39 |
|
|
2024
Q2 | $626K | Buy |
3,270
+9
| +0.3% | +$1.72K | 0.66% | 36 |
|
|
2024
Q1 | $565K | Buy |
3,261
+175
| +6% | +$30.3K | 0.65% | 43 |
|
|
2023
Q4 | $535K | Sell |
3,086
-86
| -3% | -$14.9K | 0.64% | 44 |
|
|
2023
Q3 | $489K | Sell |
3,172
-183
| -5% | -$28.2K | 0.66% | 49 |
|
|
2023
Q2 | $570K | Sell |
3,355
-123
| -4% | -$20.9K | 0.75% | 46 |
|
|
2023
Q1 | $509K | Buy |
3,478
+11
| +0.3% | +$1.61K | 0.67% | 48 |
|
|
2022
Q4 | $521K | Buy |
+3,467
| New | +$521K | 0.91% | 40 |
|