Provenance Wealth 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 | $35.9K | Hold |
165
| – | – | 0.01% | 231 |
|
2025
Q1 | $32.6K | Hold |
165
| – | – | ﹤0.01% | 248 |
|
2024
Q4 | $37K | Hold |
165
| – | – | ﹤0.01% | 236 |
|
2024
Q3 | $33.1K | Hold |
165
| – | – | ﹤0.01% | 257 |
|
2024
Q2 | $30.1K | Hold |
165
| – | – | ﹤0.01% | 237 |
|
2024
Q1 | $30.3K | Hold |
165
| – | – | ﹤0.01% | 249 |
|
2023
Q4 | $29.5K | Buy |
+165
| New | +$29.5K | ﹤0.01% | 239 |
|