Schrum Private Wealth Management’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 | $907K | Hold |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $936K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $762K | Buy |
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|
2024
Q1 | $769K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $673K | Hold |
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|
2023
Q2 | $709K | Sell |
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|
2023
Q1 | $684K | Hold |
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|
2022
Q4 | $591K | Buy |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $629K | Buy |
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|
2022
Q1 | $840K | Hold |
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|
2021
Q4 | $934K | Buy |
|