Precedent Wealth Partners’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 |
-1,809
| Closed | -$357K | – | 179 |
|
|
2025
Q1 | $357K | Hold |
1,809
| – | – | 0.1% | 132 |
|
|
2024
Q4 | $406K | Hold |
1,809
| – | – | 0.13% | 125 |
|
|
2024
Q3 | $362K | Hold |
1,809
| – | – | 0.12% | 120 |
|
|
2024
Q2 | $330K | Hold |
1,809
| – | – | 0.13% | 117 |
|
|
2024
Q1 | $333K | Hold |
1,809
| – | – | 0.14% | 116 |
|
|
2023
Q4 | $323K | Buy |
+1,809
| New | +$323K | 0.16% | 110 |
|