Redwood Financial Network’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 | $1.92M | Sell |
8,856
-163
| -2% | -$35.4K | 1.3% | 16 |
|
|
2025
Q1 | $1.78M | Sell |
9,019
-30
| -0.3% | -$5.92K | 1.36% | 17 |
|
|
2024
Q4 | $2.03M | Sell |
9,049
-108
| -1% | -$24.2K | 1.51% | 14 |
|
|
2024
Q3 | $1.83M | Sell |
9,157
-731
| -7% | -$146K | 1.44% | 16 |
|
|
2024
Q2 | $1.8M | Sell |
9,888
-120
| -1% | -$21.9K | 1.52% | 15 |
|
|
2024
Q1 | $1.84M | Buy |
10,008
+1,034
| +12% | +$190K | 1.6% | 11 |
|
|
2023
Q4 | $1.6M | Buy |
8,974
+425
| +5% | +$76K | 1.56% | 11 |
|
|
2023
Q3 | $1.38M | Sell |
8,549
-1,571
| -16% | -$253K | 1.46% | 12 |
|
|
2023
Q2 | $1.72M | Buy |
10,120
+365
| +4% | +$62K | 1.61% | 11 |
|
|
2023
Q1 | $1.46M | Buy |
9,755
+996
| +11% | +$149K | 1.48% | 13 |
|
|
2022
Q4 | $1.13M | Buy |
8,759
+509
| +6% | +$65.7K | 1.28% | 20 |
|
|
2022
Q3 | $1.18M | Sell |
8,250
-12
| -0.1% | -$1.71K | 1.34% | 19 |
|
|
2022
Q2 | $1.14M | Buy |
8,262
+66
| +0.8% | +$9.08K | 1.24% | 21 |
|
|
2022
Q1 | $1.52M | Buy |
+8,196
| New | +$1.52M | 1.41% | 12 |
|