SW
SkyOak Wealth’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 | $369K | Hold |
1,699
| – | – | 0.07% | 148 |
|
|
2025
Q1 | $335K | Hold |
1,699
| – | – | 0.07% | 156 |
|
|
2024
Q4 | $381K | Sell |
1,699
-17
| -1% | -$3.81K | 0.08% | 142 |
|
|
2024
Q3 | $344K | Sell |
1,716
-191
| -10% | -$38.3K | 0.08% | 148 |
|
|
2024
Q2 | $348K | Sell |
1,907
-110
| -5% | -$20.1K | 0.08% | 149 |
|
|
2024
Q1 | $371K | Sell |
2,017
-46
| -2% | -$8.46K | 0.09% | 154 |
|
|
2023
Q4 | $369K | Sell |
2,063
-255
| -11% | -$45.6K | 0.1% | 145 |
|
|
2023
Q3 | $373K | Sell |
2,318
-22
| -0.9% | -$3.54K | 0.11% | 133 |
|
|
2023
Q2 | $397K | Hold |
2,340
| – | – | 0.11% | 138 |
|
|
2023
Q1 | $350K | Sell |
2,340
-462
| -16% | -$69.1K | 0.11% | 149 |
|
|
2022
Q4 | $362K | Sell |
2,802
-110
| -4% | -$14.2K | 0.12% | 138 |
|
|
2022
Q3 | $415K | Sell |
2,912
-120
| -4% | -$17.1K | 0.15% | 122 |
|
|
2022
Q2 | $417K | Sell |
3,032
-82
| -3% | -$11.3K | 0.14% | 128 |
|
|
2022
Q1 | $576K | Sell |
3,114
-32,195
| -91% | -$5.96M | 0.16% | 118 |
|
|
2021
Q4 | $7.22M | Buy |
35,309
+344
| +1% | +$70.3K | 1.84% | 10 |
|
|
2021
Q3 | $6.27M | Buy |
34,965
+33,710
| +2,686% | +$6.05M | 1.69% | 12 |
|
|
2021
Q2 | $224K | Sell |
1,255
-32,023
| -96% | -$5.72M | 0.06% | 208 |
|
|
2021
Q1 | $5.93M | Buy |
33,278
+527
| +2% | +$93.9K | 1.65% | 14 |
|
|
2020
Q4 | $5.27M | Buy |
32,751
+10,069
| +44% | +$1.62M | 1.64% | 12 |
|
|
2020
Q3 | $3.33M | Buy |
22,682
+18,691
| +468% | +$2.75M | 1.2% | 21 |
|
|
2020
Q2 | $510K | Buy |
3,991
+99
| +3% | +$12.7K | 0.19% | 125 |
|
|
2020
Q1 | $382K | Sell |
3,892
-2,213
| -36% | -$217K | 0.2% | 130 |
|
|
2019
Q4 | $766K | Buy |
+6,105
| New | +$766K | 0.24% | 95 |
|