Rollins Financial 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 | $618K | Buy |
2,842
+1
| +0% | +$217 | 0.1% | 73 |
|
|
2025
Q1 | $561K | Sell |
2,841
-500
| -15% | -$98.7K | 0.1% | 75 |
|
|
2024
Q4 | $750K | Sell |
3,341
-119
| -3% | -$26.7K | 0.12% | 66 |
|
|
2024
Q3 | $693K | Sell |
3,460
-555
| -14% | -$111K | 0.12% | 65 |
|
|
2024
Q2 | $732K | Sell |
4,015
-1,246
| -24% | -$227K | 0.13% | 65 |
|
|
2024
Q1 | $967K | Sell |
5,261
-10
| -0.2% | -$1.84K | 0.18% | 51 |
|
|
2023
Q4 | $942K | Buy |
+5,271
| New | +$942K | 0.2% | 50 |
|