Rothschild Investment LLC’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 | $35.7K | Hold |
164
| – | – | ﹤0.01% | 867 |
|
2025
Q1 | $32.4K | Buy |
164
+1
| +0.6% | +$197 | ﹤0.01% | 885 |
|
2024
Q4 | $36.7K | Hold |
163
| – | – | ﹤0.01% | 853 |
|
2024
Q3 | $32.7K | Hold |
163
| – | – | ﹤0.01% | 883 |
|
2024
Q2 | $29.7K | Hold |
163
| – | – | ﹤0.01% | 885 |
|
2024
Q1 | $29.9K | Buy |
163
+1
| +0.6% | +$183 | ﹤0.01% | 831 |
|
2023
Q4 | $29K | Buy |
+162
| New | +$29K | ﹤0.01% | 774 |
|