Premier Path 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 | $10.5M | Sell |
48,500
-1,301
| -3% | -$283K | 1.47% | 11 |
|
|
2025
Q1 | $9.83M | Buy |
49,801
+4,250
| +9% | +$839K | 1.53% | 9 |
|
|
2024
Q4 | $10.2M | Sell |
45,551
-2,490
| -5% | -$559K | 1.56% | 8 |
|
|
2024
Q3 | $9.63M | Buy |
48,041
+2,507
| +6% | +$502K | 1.52% | 10 |
|
|
2024
Q2 | $8.31M | Buy |
45,534
+344
| +0.8% | +$62.7K | 1.42% | 11 |
|
|
2024
Q1 | $8.31M | Buy |
45,190
+6,991
| +18% | +$1.29M | 1.56% | 10 |
|
|
2023
Q4 | $6.92M | Buy |
+38,199
| New | +$6.92M | 1.53% | 8 |
|