PRW Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $444K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $607K | Buy |
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|
2021
Q4 | $497K | Hold |
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|
2021
Q3 | $437K | Buy |
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|
2021
Q2 | $324K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $56K | Hold |
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|
2018
Q4 | $48K | Buy |
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