Private Wealth 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
Q1 | – | Sell |
-1,778
| Closed | -$399K | – | 70 |
|
|
2024
Q4 | $399K | Hold |
1,778
| – | – | 0.2% | 52 |
|
|
2024
Q3 | $356K | Hold |
1,778
| – | – | 0.18% | 51 |
|
|
2024
Q2 | $324K | Hold |
1,778
| – | – | 0.17% | 53 |
|
|
2024
Q1 | $327K | Sell |
1,778
-403
| -18% | -$74.1K | 0.17% | 55 |
|
|
2023
Q4 | $390K | Hold |
2,181
| – | – | 0.22% | 46 |
|
|
2023
Q3 | $351K | Buy |
2,181
+403
| +23% | +$64.9K | 0.23% | 44 |
|
|
2023
Q2 | $302K | Hold |
1,778
| – | – | 0.31% | 45 |
|
|
2023
Q1 | $266K | Hold |
1,778
| – | – | 0.37% | 42 |
|
|
2022
Q4 | $230K | Hold |
1,778
| – | – | 0.33% | 47 |
|
|
2022
Q3 | $253K | Hold |
1,778
| – | – | 0.4% | 37 |
|
|
2022
Q2 | $244K | Buy |
+1,778
| New | +$244K | 0.3% | 39 |
|