Resources Management Corp’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
$125K Sell
574
-15
-3% -$3.27K 0.02% 225
2025
Q1
$116K Buy
589
+60
+11% +$11.8K 0.02% 239
2024
Q4
$119K Sell
529
-5
-0.9% -$1.13K 0.02% 252
2024
Q3
$107K Hold
534
0.01% 263
2024
Q2
$97K Buy
534
+7
+1% +$1.27K 0.01% 261
2024
Q1
$97K Hold
527
0.01% 260
2023
Q4
$94K Hold
527
0.01% 262
2023
Q3
$85K Buy
527
+7
+1% +$1.13K 0.01% 263
2023
Q2
$88K Sell
520
-49,599
-99% -$8.39M 0.01% 262
2023
Q1
$14.3M Buy
50,119
+48,979
+4,296% +$14M 2.3% 8
2022
Q4
$147K Hold
1,140
0.02% 242
2022
Q3
$162K Hold
1,140
0.03% 237
2022
Q2
$157K Buy
1,140
+40
+4% +$5.51K 0.03% 245
2022
Q1
$204K Hold
1,100
0.03% 240
2021
Q4
$225K Hold
1,100
0.03% 241
2021
Q3
$197K Sell
1,100
-10
-0.9% -$1.79K 0.03% 241
2021
Q2
$198K Hold
1,110
0.03% 251
2021
Q1
$187K Sell
1,110
-23
-2% -$3.88K 0.03% 242
2020
Q4
$182K Sell
1,133
-10
-0.9% -$1.61K 0.03% 236
2020
Q3
$168K Hold
1,143
0.03% 225
2020
Q2
$146K Hold
1,143
0.03% 226
2020
Q1
$112K Hold
1,143
0.03% 231
2019
Q4
$143K Hold
1,143
0.02% 236
2019
Q3
$138K Buy
+1,143
New +$138K 0.03% 235
2018
Q4
$108K Hold
1,095
0.02% 237
2018
Q3
$128K Buy
+1,095
New +$128K 0.02% 229