Talisman Wealth Advisors’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 | $350K | Sell |
1,610
-68
| -4% | -$14.8K | 0.32% | 72 |
|
|
2025
Q1 | $331K | Sell |
1,678
-97
| -5% | -$19.2K | 0.34% | 70 |
|
|
2024
Q4 | $398K | Sell |
1,775
-112
| -6% | -$25.1K | 0.42% | 58 |
|
|
2024
Q3 | $379K | Sell |
1,887
-36
| -2% | -$7.23K | 0.4% | 64 |
|
|
2024
Q2 | $351K | Sell |
1,923
-20
| -1% | -$3.65K | 0.41% | 61 |
|
|
2024
Q1 | $357K | Sell |
1,943
-60
| -3% | -$11K | 0.45% | 60 |
|
|
2023
Q4 | $358K | Sell |
2,003
-78
| -4% | -$13.9K | 0.53% | 56 |
|
|
2023
Q3 | $335K | Buy |
2,081
+1
| +0% | +$161 | 0.58% | 54 |
|
|
2023
Q2 | $353K | Sell |
2,080
-104
| -5% | -$17.7K | 0.6% | 55 |
|
|
2023
Q1 | $327K | Buy |
2,184
+308
| +16% | +$46.1K | 0.59% | 61 |
|
|
2022
Q4 | $242K | Buy |
+1,876
| New | +$242K | 0.51% | 63 |
|