San Luis 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
Q3 | $271K | Hold |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $902K | Sell |
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|
2022
Q2 | $982K | Buy |
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|
2022
Q1 | $1.29M | Hold |
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|
2021
Q4 | $1.29M | Hold |
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|
2021
Q3 | $1.13M | Buy |
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|
2020
Q4 | $1.05M | Buy |
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