SYM Financial Corp’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 | $321K | Hold |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $254K | Hold |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q4 | $169K | Sell |
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|
2020
Q3 | $169K | Buy |
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|
2020
Q2 | $134K | Hold |
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|
2020
Q1 | $103K | Sell |
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|
2019
Q4 | $137K | Buy |
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|
2019
Q3 | $127K | Hold |
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|
2019
Q2 | $126K | Hold |
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|
2019
Q1 | $120K | Hold |
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|
2018
Q4 | $104K | Hold |
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|
2018
Q3 | $123K | Hold |
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|
2018
Q2 | $115K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Buy |
|