Pin Oak Investment Advisors’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 | $5K | Hold |
28
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $6K | Hold |
28
| – | – | ﹤0.01% | 366 |
|
|
2024
Q4 | $6K | Hold |
28
| – | – | 0.01% | 376 |
|
|
2024
Q3 | $5K | Hold |
28
| – | – | ﹤0.01% | 398 |
|
|
2024
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 395 |
|
|
2024
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $5K | Hold |
28
| – | – | 0.01% | 397 |
|
|
2023
Q3 | $5K | Hold |
28
| – | – | 0.01% | 388 |
|
|
2023
Q2 | $5K | Hold |
28
| – | – | 0.01% | 389 |
|
|
2023
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $4K | Hold |
28
| – | – | 0.01% | 339 |
|
|
2022
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 363 |
|
|
2022
Q1 | $5K | Hold |
28
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $6K | Hold |
28
| – | – | 0.01% | 357 |
|
|
2021
Q3 | $5K | Hold |
28
| – | – | 0.01% | 345 |
|
|
2021
Q2 | $5K | Buy |
+28
| New | +$5K | 0.01% | 347 |
|
|
2019
Q2 | – | Sell |
-230
| Closed | -$26K | – | 485 |
|
|
2019
Q1 | $26K | Hold |
230
| – | – | 0.02% | 231 |
|
|
2018
Q4 | $23K | Sell |
230
-225
| -49% | -$22.5K | 0.02% | 233 |
|
|
2018
Q3 | $53K | Hold |
455
| – | – | 0.04% | 184 |
|
|
2018
Q2 | $50K | Hold |
455
| – | – | 0.04% | 190 |
|
|
2018
Q1 | $46K | Hold |
455
| – | – | 0.04% | 200 |
|
|
2017
Q4 | $45K | Buy |
+455
| New | +$45K | 0.03% | 200 |
|