Prosperity Capital Advisors’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 |
-10,922
| Closed | -$2.18M | – | 381 |
|
|
2025
Q1 | $2.18M | Sell |
10,922
-1,830
| -14% | -$365K | 0.17% | 96 |
|
|
2024
Q4 | $2.86M | Buy |
12,752
+2,791
| +28% | +$626K | 0.23% | 75 |
|
|
2024
Q3 | $2M | Buy |
9,961
+1,786
| +22% | +$358K | 0.17% | 101 |
|
|
2024
Q2 | $1.49M | Buy |
8,175
+669
| +9% | +$122K | 0.16% | 93 |
|
|
2024
Q1 | $1.38M | Buy |
7,506
+163
| +2% | +$30K | 0.16% | 102 |
|
|
2023
Q4 | $1.31M | Buy |
7,343
+809
| +12% | +$145K | 0.14% | 81 |
|
|
2023
Q3 | $1.05M | Buy |
6,534
+1,562
| +31% | +$251K | 0.14% | 88 |
|
|
2023
Q2 | $844K | Buy |
+4,972
| New | +$844K | 0.12% | 103 |
|