Roberts 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 | $1.31M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $931K | Buy |
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|
2022
Q2 | $917K | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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