Sequent Planning’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 | $2.24M | Buy |
10,304
+2,742
| +36% | +$596K | 0.71% | 29 |
|
|
2025
Q1 | $1.49M | Buy |
7,562
+2,604
| +53% | +$514K | 0.54% | 32 |
|
|
2024
Q4 | $1.11M | Buy |
4,958
+1,052
| +27% | +$236K | 0.41% | 42 |
|
|
2024
Q3 | $783K | Buy |
3,906
+686
| +21% | +$137K | 0.27% | 66 |
|
|
2024
Q2 | $589K | Buy |
3,220
+212
| +7% | +$38.8K | 0.2% | 84 |
|
|
2024
Q1 | $553K | Buy |
+3,008
| New | +$553K | 0.2% | 87 |
|