Signature Wealth Management Partners’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 | $483K | Sell |
2,223
-200
| -8% | -$43.5K | 0.28% | 66 |
|
|
2025
Q1 | $478K | Sell |
2,423
-634
| -21% | -$125K | 0.31% | 60 |
|
|
2024
Q4 | $686K | Sell |
3,057
-230
| -7% | -$51.6K | 0.47% | 44 |
|
|
2024
Q3 | $659K | Hold |
3,287
| – | – | 0.48% | 49 |
|
|
2024
Q2 | $600K | Sell |
3,287
-50
| -1% | -$9.12K | 0.46% | 50 |
|
|
2024
Q1 | $614K | Sell |
3,337
-14
| -0.4% | -$2.57K | 0.5% | 46 |
|
|
2023
Q4 | $599K | Hold |
3,351
| – | – | 0.52% | 44 |
|
|
2023
Q3 | $539K | Hold |
3,351
| – | – | 0.53% | 43 |
|
|
2023
Q2 | $569K | Sell |
3,351
-110
| -3% | -$18.7K | 0.53% | 46 |
|
|
2023
Q1 | $518K | Sell |
3,461
-2,887
| -45% | -$432K | 0.48% | 51 |
|
|
2022
Q4 | $820K | Buy |
6,348
+528
| +9% | +$68.2K | 0.81% | 36 |
|
|
2022
Q3 | $829K | Hold |
5,820
| – | – | 0.91% | 28 |
|
|
2022
Q2 | $800K | Sell |
5,820
-1,140
| -16% | -$157K | 0.82% | 33 |
|
|
2022
Q1 | $1.29M | Hold |
6,960
| – | – | 1.1% | 23 |
|
|
2021
Q4 | $1.42M | Hold |
6,960
| – | – | 1.21% | 22 |
|
|
2021
Q3 | $1.25M | Hold |
6,960
| – | – | 1.13% | 24 |
|
|
2021
Q2 | $1.24M | Hold |
6,960
| – | – | 1.13% | 23 |
|
|
2021
Q1 | $1.17M | Hold |
6,960
| – | – | 1.12% | 25 |
|
|
2020
Q4 | $1.12M | Buy |
+6,960
| New | +$1.12M | 1.12% | 23 |
|