Silver Oak Securities’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 | $912K | Sell |
4,195
-269
| -6% | -$58.5K | 0.07% | 271 |
|
|
2025
Q1 | $880K | Sell |
4,464
-3,012
| -40% | -$594K | 0.08% | 260 |
|
|
2024
Q4 | $1.69M | Buy |
7,476
+165
| +2% | +$37.3K | 0.16% | 144 |
|
|
2024
Q3 | $1.47M | Buy |
+7,311
| New | +$1.47M | 0.16% | 145 |
|
|
2024
Q2 | – | Sell |
-2,561
| Closed | -$471K | – | 535 |
|
|
2024
Q1 | $471K | Buy |
+2,561
| New | +$471K | 0.07% | 240 |
|
|
2023
Q4 | – | Sell |
-198
| Closed | -$31.9K | – | 547 |
|
|
2023
Q3 | $31.9K | Buy |
+198
| New | +$31.9K | 0.01% | 390 |
|
|
2022
Q4 | – | Sell |
-198
| Closed | -$31.9K | – | 506 |
|
|
2022
Q3 | $31.9K | Buy |
+198
| New | +$31.9K | 0.01% | 390 |
|