SYM Financial Corp’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
1,479
| – | – | 0.04% | 193 |
|
|
2025
Q1 | $292K | Sell |
1,479
-12
| -0.8% | -$2.37K | 0.04% | 178 |
|
|
2024
Q4 | $335K | Buy |
1,491
+112
| +8% | +$25.1K | 0.04% | 139 |
|
|
2024
Q3 | $276K | Hold |
1,379
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $252K | Hold |
1,379
| – | – | 0.04% | 116 |
|
|
2024
Q1 | $254K | Hold |
1,379
| – | – | 0.04% | 84 |
|
|
2023
Q4 | $247K | Sell |
1,379
-235
| -15% | -$42K | 0.04% | 85 |
|
|
2023
Q3 | $260K | Hold |
1,614
| – | – | 0.05% | 77 |
|
|
2023
Q2 | $274K | Sell |
1,614
-235
| -13% | -$39.9K | 0.06% | 49 |
|
|
2023
Q1 | $276K | Hold |
1,849
| – | – | 0.06% | 46 |
|
|
2022
Q4 | $239K | Hold |
1,849
| – | – | 0.06% | 56 |
|
|
2022
Q3 | $263K | Hold |
1,849
| – | – | 0.13% | 49 |
|
|
2022
Q2 | $254K | Buy |
1,849
+235
| +15% | +$32.3K | 0.12% | 51 |
|
|
2022
Q1 | $299K | Buy |
1,614
+235
| +17% | +$43.5K | 0.13% | 41 |
|
|
2021
Q4 | $282K | Hold |
1,379
| – | – | 0.11% | 37 |
|
|
2021
Q3 | $247K | Hold |
1,379
| – | – | 0.14% | 41 |
|
|
2021
Q2 | $246K | Hold |
1,379
| – | – | 0.14% | 37 |
|
|
2021
Q1 | $232K | Buy |
1,379
+326
| +31% | +$54.8K | 0.13% | 37 |
|
|
2020
Q4 | $169K | Sell |
1,053
-99
| -9% | -$15.9K | 0.12% | 41 |
|
|
2020
Q3 | $169K | Buy |
1,152
+99
| +9% | +$14.5K | 0.13% | 36 |
|
|
2020
Q2 | $134K | Hold |
1,053
| – | – | 0.11% | 36 |
|
|
2020
Q1 | $103K | Sell |
1,053
-41
| -4% | -$4.01K | 0.1% | 43 |
|
|
2019
Q4 | $137K | Buy |
1,094
+41
| +4% | +$5.13K | 0.09% | 52 |
|
|
2019
Q3 | $127K | Hold |
1,053
| – | – | 0.08% | 45 |
|
|
2019
Q2 | $126K | Hold |
1,053
| – | – | 0.08% | 47 |
|
|
2019
Q1 | $120K | Hold |
1,053
| – | – | 0.08% | 46 |
|
|
2018
Q4 | $104K | Hold |
1,053
| – | – | 0.04% | 51 |
|
|
2018
Q3 | $123K | Hold |
1,053
| – | – | 0.07% | 51 |
|
|
2018
Q2 | $115K | Buy |
+1,053
| New | +$115K | 0.07% | 35 |
|
|
2018
Q1 | – | Sell |
-57
| Closed | -$6K | – | 83 |
|
|
2017
Q4 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 71 |
|