Pinnacle Family 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 | – | Sell |
-6,835
| Closed | -$1.35M | – | 134 |
|
|
2025
Q1 | $1.35M | Buy |
6,835
+3,655
| +115% | +$722K | 0.73% | 36 |
|
|
2024
Q4 | $713K | Buy |
+3,180
| New | +$713K | 0.35% | 56 |
|
|
2024
Q2 | – | Sell |
-3,230
| Closed | -$594K | – | 129 |
|
|
2024
Q1 | $594K | Sell |
3,230
-4,970
| -61% | -$914K | 0.32% | 49 |
|
|
2023
Q4 | $1.47M | Buy |
+8,200
| New | +$1.47M | 0.86% | 26 |
|
|
2023
Q3 | – | Sell |
-3,130
| Closed | -$532K | – | 109 |
|
|
2023
Q2 | $532K | Buy |
+3,130
| New | +$532K | 0.29% | 64 |
|