River Street Advisors’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 | – | Sell |
-1,123
| Closed | -$222K | – | 171 |
|
|
2025
Q1 | $222K | Buy |
1,123
+23
| +2% | +$4.54K | 0.11% | 130 |
|
|
2024
Q4 | $247K | Hold |
1,100
| – | – | 0.13% | 126 |
|
|
2024
Q3 | $220K | Hold |
1,100
| – | – | 0.12% | 132 |
|
|
2024
Q2 | $201K | Hold |
1,100
| – | – | 0.12% | 136 |
|
|
2024
Q1 | $202K | Sell |
1,100
-19
| -2% | -$3.49K | 0.14% | 124 |
|
|
2023
Q4 | $200K | Buy |
+1,119
| New | +$200K | 0.16% | 119 |
|