Private 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 | $381K | Hold |
1,754
| – | – | 0.03% | 137 |
|
|
2025
Q1 | $346K | Buy |
1,754
+44
| +3% | +$8.69K | 0.03% | 135 |
|
|
2024
Q4 | $384K | Hold |
1,710
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $343K | Hold |
1,710
| – | – | 0.03% | 144 |
|
|
2024
Q2 | $312K | Hold |
1,710
| – | – | 0.02% | 138 |
|
|
2024
Q1 | $314K | Hold |
1,710
| – | – | 0.03% | 133 |
|
|
2023
Q4 | $306K | Buy |
1,710
+354
| +26% | +$63.3K | 0.03% | 134 |
|
|
2023
Q3 | $218K | Hold |
1,356
| – | – | 0.02% | 147 |
|
|
2023
Q2 | $230K | Hold |
1,356
| – | – | 0.02% | 148 |
|
|
2023
Q1 | $203K | Buy |
+1,356
| New | +$203K | 0.02% | 151 |
|
|
2021
Q1 | – | Sell |
-1,356
| Closed | -$218K | – | 117 |
|
|
2020
Q4 | $218K | Buy |
+1,356
| New | +$218K | 0.02% | 111 |
|