SkyOak Wealth’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 | $407K | Hold |
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|
2025
Q2 | $369K | Hold |
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|
2025
Q1 | $335K | Hold |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $415K | Sell |
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|
2022
Q2 | $417K | Sell |
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|
2022
Q1 | $576K | Sell |
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|
2021
Q4 | $7.22M | Buy |
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|
2021
Q3 | $6.27M | Buy |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $5.93M | Buy |
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|
2020
Q4 | $5.27M | Buy |
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|
2020
Q3 | $3.33M | Buy |
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|
2020
Q2 | $510K | Buy |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $766K | Buy |
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