SWC
Spectrum Wealth Counsel’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
Q1 | $11.8K | Buy |
+60
| New | +$11.8K | ﹤0.01% | 223 |
|
|
2024
Q4 | – | Sell |
-187
| Closed | -$37.5K | – | 406 |
|
|
2024
Q3 | $37.5K | Sell |
187
-18
| -9% | -$3.61K | ﹤0.01% | 187 |
|
|
2024
Q2 | $37.4K | Sell |
205
-38,786
| -99% | -$7.07M | ﹤0.01% | 219 |
|
|
2024
Q1 | $7.17M | Buy |
38,991
+38,329
| +5,790% | +$7.05M | 0.88% | 35 |
|
|
2023
Q4 | $118K | Buy |
+662
| New | +$118K | 0.02% | 155 |
|