Prestige Wealth Management Group’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 | $86.1K | Hold |
396
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $78.2K | Hold |
396
| – | – | 0.02% | 213 |
|
|
2024
Q4 | $88.8K | Hold |
396
| – | – | 0.02% | 208 |
|
|
2024
Q3 | $79.3K | Hold |
396
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $72.2K | Hold |
396
| – | – | 0.02% | 202 |
|
|
2024
Q1 | $72.8K | Hold |
396
| – | – | 0.02% | 225 |
|
|
2023
Q4 | $70.8K | Hold |
396
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $63.7K | Sell |
396
-190
| -32% | -$30.6K | 0.02% | 214 |
|
|
2023
Q2 | $99.5K | Hold |
586
| – | – | 0.02% | 204 |
|
|
2023
Q1 | $87.6K | Sell |
586
-441
| -43% | -$65.9K | 0.02% | 198 |
|
|
2022
Q4 | $133K | Buy |
1,027
+614
| +149% | +$79.3K | 0.03% | 165 |
|
|
2022
Q3 | $59K | Hold |
413
| – | – | 0.02% | 218 |
|
|
2022
Q2 | $57K | Sell |
413
-55
| -12% | -$7.59K | 0.02% | 227 |
|
|
2022
Q1 | $87K | Hold |
468
| – | – | 0.02% | 200 |
|
|
2021
Q4 | $96K | Hold |
468
| – | – | 0.02% | 201 |
|
|
2021
Q3 | $84K | Sell |
468
-1,314
| -74% | -$236K | 0.02% | 200 |
|
|
2021
Q2 | $318K | Buy |
1,782
+1,314
| +281% | +$234K | 0.08% | 92 |
|
|
2021
Q1 | $79K | Sell |
468
-3,646
| -89% | -$615K | 0.02% | 202 |
|
|
2020
Q4 | $661K | Buy |
4,114
+3,646
| +779% | +$586K | 0.18% | 60 |
|
|
2020
Q3 | $69K | Hold |
468
| – | – | 0.02% | 208 |
|
|
2020
Q2 | $60K | Sell |
468
-678
| -59% | -$86.9K | 0.02% | 197 |
|
|
2020
Q1 | $112K | Sell |
1,146
-460
| -29% | -$45K | 0.05% | 115 |
|
|
2019
Q4 | $201K | Buy |
1,606
+1,278
| +390% | +$160K | 0.11% | 117 |
|
|
2019
Q3 | $40K | Hold |
328
| – | – | 0.02% | 216 |
|
|
2019
Q2 | $39K | Hold |
328
| – | – | 0.02% | 213 |
|
|
2019
Q1 | $37K | Hold |
328
| – | – | 0.02% | 208 |
|
|
2018
Q4 | $32K | Buy |
+328
| New | +$32K | 0.02% | 242 |
|