Stonebridge Financial Planning Group’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
Q2 | $2.27M | Sell |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2M | Sell |
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|
2024
Q1 | $2.05M | Sell |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $2.04M | Sell |
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|
2022
Q4 | $2.48M | Sell |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.09M | Buy |
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|
2022
Q1 | $3.9M | Sell |
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|
2021
Q4 | $3.78M | Buy |
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|
2021
Q3 | $4.38M | Buy |
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|
2021
Q2 | $3.86M | Buy |
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|
2021
Q1 | $3.52M | Buy |
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|
2020
Q4 | $3.19M | Sell |
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|
2020
Q3 | $3.05M | Buy |
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|
2020
Q2 | $2.49M | Buy |
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|
2020
Q1 | $1.96M | Buy |
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|
2019
Q4 | $2.34M | Buy |
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