R.M. Davis Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.1M | Sell |
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|
2025
Q1 | $6.2M | Sell |
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|
2024
Q4 | $7.33M | Sell |
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|
2024
Q3 | $6.83M | Sell |
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|
2024
Q2 | $6.54M | Sell |
|
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|
2024
Q1 | $7.03M | Sell |
|
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|
2023
Q4 | $7.1M | Sell |
|
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|
2023
Q3 | $7.79M | Sell |
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|
2023
Q2 | $9.09M | Sell |
|
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|
2023
Q1 | $8.38M | Sell |
|
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|
2022
Q4 | $8.79M | Sell |
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|
2022
Q3 | $14.6M | Sell |
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|
2022
Q2 | $15.8M | Buy |
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|
2022
Q1 | $20.3M | Buy |
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|
2021
Q4 | $13.5M | Buy |
|