PCG
Prosperity Consulting Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
64,486
-5,886
| -8% | -$1.28M | 1.02% | 18 |
|
|
2025
Q1 | $13.9M | Buy |
70,372
+1,154
| +2% | +$228K | 1.07% | 16 |
|
|
2024
Q4 | $15.5M | Buy |
69,218
+11,995
| +21% | +$2.69M | 1.17% | 14 |
|
|
2024
Q3 | $11.5M | Buy |
57,223
+54,051
| +1,704% | +$10.8M | 0.89% | 19 |
|
|
2024
Q2 | $578K | Hold |
3,172
| – | – | 0.08% | 176 |
|
|
2024
Q1 | $583K | Buy |
3,172
+394
| +14% | +$72.4K | 0.07% | 177 |
|
|
2023
Q4 | $497K | Buy |
2,778
+1
| +0% | +$179 | 0.17% | 109 |
|
|
2023
Q3 | $447K | Buy |
+2,777
| New | +$447K | 0.21% | 94 |
|