Sequoia Financial Advisors’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 | $2.45M | Sell |
11,256
-66,235
| -85% | -$14.4M | 0.02% | 422 |
|
|
2025
Q1 | $15.3M | Buy |
77,491
+73,760
| +1,977% | +$14.6M | 0.12% | 150 |
|
|
2024
Q4 | $837K | Buy |
3,731
+518
| +16% | +$116K | 0.01% | 633 |
|
|
2024
Q3 | $644K | Buy |
3,213
+60
| +2% | +$12K | 0.01% | 667 |
|
|
2024
Q2 | $575K | Buy |
3,153
+83
| +3% | +$15.1K | 0.01% | 640 |
|
|
2024
Q1 | $564K | Sell |
3,070
-615
| -17% | -$113K | 0.01% | 646 |
|
|
2023
Q4 | $659K | Buy |
3,685
+1,593
| +76% | +$285K | 0.01% | 658 |
|
|
2023
Q3 | $337K | Buy |
2,092
+41
| +2% | +$6.6K | 0.01% | 644 |
|
|
2023
Q2 | $348K | Buy |
+2,051
| New | +$348K | 0.01% | 640 |
|
|
2022
Q4 | – | Sell |
-1,994
| Closed | -$284K | – | 810 |
|
|
2022
Q3 | $284K | Sell |
1,994
-435
| -18% | -$62K | 0.01% | 398 |
|
|
2022
Q2 | $334K | Sell |
2,429
-81
| -3% | -$11.1K | 0.01% | 411 |
|
|
2022
Q1 | $464K | Buy |
2,510
+308
| +14% | +$56.9K | 0.01% | 372 |
|
|
2021
Q4 | $450K | Buy |
2,202
+732
| +50% | +$150K | 0.01% | 348 |
|
|
2021
Q3 | $264K | Sell |
1,470
-662
| -31% | -$119K | 0.03% | 221 |
|
|
2021
Q2 | $381K | Buy |
2,132
+112
| +6% | +$20K | 0.01% | 323 |
|
|
2021
Q1 | $340K | Buy |
+2,020
| New | +$340K | 0.01% | 314 |
|
|
2018
Q2 | – | Sell |
-3,556
| Closed | -$360K | – | 330 |
|
|
2018
Q1 | $360K | Buy |
3,556
+184
| +5% | +$18.6K | 0.04% | 204 |
|
|
2017
Q4 | $333K | Buy |
+3,372
| New | +$333K | 0.04% | 213 |
|