RWA Wealth Partners’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 | $1.04M | Sell |
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|
2025
Q1 | $943K | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $975K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.42M | Sell |
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|
2018
Q3 | $8.58M | Sell |
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|
2018
Q2 | $8.97M | Buy |
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|
2018
Q1 | $5.49M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $9.86M | Buy |
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