Sage Mountain 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 | $80.6K | Hold |
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|
2025
Q1 | $73.3K | Hold |
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|
2024
Q4 | $83.2K | Hold |
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|
2024
Q3 | $74.3K | Hold |
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|
2024
Q2 | $67.7K | Buy |
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|
2024
Q1 | $65.3K | Buy |
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|
2023
Q4 | $42K | Hold |
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|
2023
Q3 | $37.8K | Hold |
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|
2023
Q2 | $39.9K | Hold |
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|
2023
Q1 | $35.1K | Hold |
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|
2022
Q4 | $30.4K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $32K | Sell |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $31K | Sell |
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|
2021
Q2 | $80K | Hold |
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|
2021
Q1 | $75K | Buy |
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|
2020
Q4 | $35K | Buy |
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