Source Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $395K | Sell |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $536K | Sell |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $639K | Sell |
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|
2022
Q4 | $570K | Hold |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $813K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.08M | Buy |
|