TCV Trust & 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
Q2 | $4.87M | Buy |
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|
2025
Q1 | $4.38M | Sell |
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|
2024
Q4 | $5.03M | Sell |
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|
2024
Q3 | $4.54M | Buy |
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|
2024
Q2 | $4M | Sell |
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|
2024
Q1 | $4.15M | Sell |
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|
2023
Q4 | $4.04M | Sell |
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|
2023
Q3 | $3.68M | Sell |
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|
2023
Q2 | $3.99M | Sell |
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|
2023
Q1 | $3.52M | Buy |
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|
2022
Q4 | $2.96M | Buy |
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|
2022
Q3 | $3.09M | Sell |
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|
2022
Q2 | $3M | Buy |
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|
2022
Q1 | $3.99M | Buy |
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|
2021
Q4 | $4.33M | Sell |
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|
2021
Q3 | $3.9M | Sell |
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|
2021
Q2 | $3.87M | Sell |
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|
2021
Q1 | $3.76M | Sell |
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|
2020
Q4 | $3.64M | Buy |
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|
2020
Q3 | $3.32M | Sell |
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|
2020
Q2 | $2.88M | Buy |
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|
2020
Q1 | $2.1M | Sell |
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|
2019
Q4 | $2.78M | Buy |
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|
2019
Q3 | $2.64M | Sell |
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|
2019
Q2 | $2.7M | Sell |
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|
2019
Q1 | $2.62M | Buy |
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|
2018
Q4 | $2.23M | Buy |
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|
2018
Q3 | $2.48M | Sell |
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|
2018
Q2 | $3.31M | Sell |
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|
2018
Q1 | $3.11M | Sell |
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|
2017
Q4 | $3.04M | Sell |
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|
2017
Q3 | $2.92M | Buy |
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|
2017
Q2 | $2.9M | Sell |
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|
2017
Q1 | $2.86M | Sell |
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|
2016
Q4 | $2.66M | Buy |
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|
2016
Q3 | $2.6M | Sell |
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|
2016
Q2 | $2.54M | Buy |
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|
2016
Q1 | $2.25M | Sell |
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|
2015
Q4 | $2.23M | Buy |
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|
2015
Q3 | $2.1M | Sell |
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|
2015
Q2 | $2.29M | Sell |
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|
2015
Q1 | $2.28M | Buy |
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|
2014
Q4 | $2.14M | Sell |
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|
2014
Q3 | $2M | Buy |
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|
2014
Q2 | $1.96M | Sell |
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|
2014
Q1 | $1.98M | Buy |
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|
2013
Q4 | $2.01M | Sell |
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|
2013
Q3 | $2.06M | Buy |
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|
2013
Q2 | $1.88M | Buy |
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