River Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q4 | $685K | Buy |
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|
2021
Q3 | $573K | Sell |
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|
2021
Q2 | $573K | Buy |
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|
2021
Q1 | $531K | Hold |
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|
2020
Q4 | $508K | Sell |
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|
2020
Q3 | $514K | Sell |
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|
2020
Q2 | $461K | Hold |
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|
2020
Q1 | $354K | Hold |
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|
2019
Q4 | $452K | Buy |
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|
2019
Q3 | $410K | Buy |
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|
2019
Q2 | $365K | Buy |
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|
2019
Q1 | $332K | Buy |
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|
2018
Q4 | $274K | Sell |
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|
2018
Q3 | $327K | Buy |
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|
2018
Q2 | $277K | Buy |
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|
2018
Q1 | $248K | Sell |
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|
2017
Q4 | $245K | Sell |
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|
2017
Q3 | $252K | Buy |
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|
2017
Q2 | $245K | Hold |
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|
2017
Q1 | $241K | Buy |
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