RWPA
Richard W. Paul & Associates’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 | $604K | Sell |
2,777
-46
| -2% | -$10K | 0.22% | 105 |
|
|
2025
Q1 | $557K | Sell |
2,823
-8,064
| -74% | -$1.59M | 0.22% | 105 |
|
|
2024
Q4 | $2.44M | Sell |
10,887
-634
| -6% | -$142K | 0.89% | 23 |
|
|
2024
Q3 | $2.31M | Sell |
11,521
-107
| -0.9% | -$21.4K | 0.83% | 24 |
|
|
2024
Q2 | $2.12M | Buy |
11,628
+493
| +4% | +$89.9K | 0.82% | 27 |
|
|
2024
Q1 | $2.05M | Sell |
11,135
-752
| -6% | -$138K | 0.82% | 27 |
|
|
2023
Q4 | $2.13M | Sell |
11,887
-78
| -0.7% | -$13.9K | 0.89% | 25 |
|
|
2023
Q3 | $1.93M | Buy |
11,965
+3,524
| +42% | +$567K | 0.88% | 25 |
|
|
2023
Q2 | $1.43M | Buy |
8,441
+674
| +9% | +$114K | 0.62% | 43 |
|
|
2023
Q1 | $1.16M | Buy |
7,767
+77
| +1% | +$11.5K | 0.53% | 53 |
|
|
2022
Q4 | $993K | Buy |
+7,690
| New | +$993K | 0.5% | 56 |
|