Stockman Wealth Management’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 | $4.82M | Sell |
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2025
Q2 | $4.37M | Buy |
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2025
Q1 | $3.92M | Buy |
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2024
Q4 | $4.32M | Sell |
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2024
Q3 | $3.93M | Buy |
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2024
Q2 | $3.38M | Buy |
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2024
Q1 | $3.37M | Buy |
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2023
Q4 | $3.05M | Sell |
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2023
Q3 | $2.81M | Buy |
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2023
Q2 | $2.8M | Buy |
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2023
Q1 | $2.14M | Buy |
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2022
Q4 | $1.63M | Buy |
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2022
Q3 | $1.48M | Buy |
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2022
Q2 | $1.41M | Buy |
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2022
Q1 | $1.8M | Buy |
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2021
Q4 | $1.92M | Buy |
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2021
Q3 | $1.6M | Buy |
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2021
Q2 | $1.42M | Buy |
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2021
Q1 | $1.19M | Sell |
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2020
Q4 | $1.26M | Buy |
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2020
Q3 | $1.1M | Buy |
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2020
Q2 | $895K | Buy |
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2020
Q1 | $561K | Buy |
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2017
Q1 | – | Sell |
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2016
Q4 | $385K | Buy |
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2016
Q3 | $368K | Buy |
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