Signature Wealth Management Partners’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
Q3 | $533K | Hold |
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|
2025
Q2 | $483K | Sell |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $659K | Hold |
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|
2024
Q2 | $600K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $599K | Hold |
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|
2023
Q3 | $539K | Hold |
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|
2023
Q2 | $569K | Sell |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $820K | Buy |
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|
2022
Q3 | $829K | Hold |
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|
2022
Q2 | $800K | Sell |
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|
2022
Q1 | $1.29M | Hold |
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|
2021
Q4 | $1.42M | Hold |
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|
2021
Q3 | $1.25M | Hold |
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|
2021
Q2 | $1.24M | Hold |
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|
2021
Q1 | $1.17M | Hold |
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|
2020
Q4 | $1.12M | Buy |
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