RZH
Relyea Zuckerberg Hanson’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 | $2.99M | Buy |
13,757
+1
| +0% | +$217 | 0.35% | 49 |
|
|
2025
Q1 | $2.72M | Buy |
13,756
+1
| +0% | +$197 | 0.37% | 46 |
|
|
2024
Q4 | $3.09M | Hold |
13,755
| – | – | 0.42% | 45 |
|
|
2024
Q3 | $2.76M | Buy |
13,755
+11,897
| +640% | +$2.38M | 0.42% | 40 |
|
|
2024
Q2 | $339K | Sell |
1,858
-27
| -1% | -$4.92K | 0.06% | 168 |
|
|
2024
Q1 | $347K | Buy |
1,885
+60
| +3% | +$11K | 0.06% | 161 |
|
|
2023
Q4 | $326K | Hold |
1,825
| – | – | 0.06% | 158 |
|
|
2023
Q3 | $294K | Hold |
1,825
| – | – | 0.07% | 148 |
|
|
2023
Q2 | $310K | Sell |
1,825
-25,074
| -93% | -$4.26M | 0.07% | 149 |
|
|
2023
Q1 | $4.02M | Buy |
26,899
+25,074
| +1,374% | +$3.75M | 0.98% | 23 |
|
|
2022
Q4 | $236K | Sell |
1,825
-2,435
| -57% | -$315K | 0.07% | 156 |
|
|
2022
Q3 | $607K | Hold |
4,260
| – | – | 0.22% | 70 |
|
|
2022
Q2 | $586K | Hold |
4,260
| – | – | 0.22% | 70 |
|
|
2022
Q1 | $771K | Sell |
4,260
-822
| -16% | -$149K | 0.25% | 64 |
|
|
2021
Q4 | $917K | Hold |
5,082
| – | – | 0.33% | 55 |
|
|
2021
Q3 | $912K | Buy |
+5,082
| New | +$912K | 0.35% | 49 |
|