SHJ
Sharkey, Howes & Javer’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
1,630
| – | – | 0.05% | 124 |
|
|
2025
Q1 | $322K | Hold |
1,630
| – | – | 0.05% | 122 |
|
|
2024
Q4 | $366K | Buy |
1,630
+128
| +9% | +$28.7K | 0.05% | 118 |
|
|
2024
Q3 | $301K | Buy |
+1,502
| New | +$301K | 0.04% | 124 |
|
|
2018
Q2 | – | Sell |
-107
| Closed | -$10K | – | 221 |
|
|
2018
Q1 | $10K | Hold |
107
| – | – | 0.01% | 148 |
|
|
2017
Q4 | $11K | Hold |
107
| – | – | 0.01% | 147 |
|
|
2017
Q3 | $10K | Buy |
+107
| New | +$10K | 0.01% | 148 |
|