TD Private Client Wealth’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 | $347K | Buy |
1,598
+55
| +4% | +$12K | 0.01% | 521 |
|
|
2025
Q1 | $305K | Buy |
1,543
+314
| +26% | +$62K | 0.01% | 528 |
|
|
2024
Q4 | $276K | Sell |
1,229
-202
| -14% | -$45.3K | 0.01% | 541 |
|
|
2024
Q3 | $287K | Hold |
1,431
| – | – | 0.01% | 541 |
|
|
2024
Q2 | $261K | Buy |
1,431
+42
| +3% | +$7.66K | 0.01% | 528 |
|
|
2024
Q1 | $255K | Buy |
1,389
+174
| +14% | +$32K | 0.01% | 545 |
|
|
2023
Q4 | $217K | Sell |
1,215
-157
| -11% | -$28.1K | 0.01% | 551 |
|
|
2023
Q3 | $221K | Buy |
1,372
+57
| +4% | +$9.18K | 0.01% | 532 |
|
|
2023
Q2 | $223K | Sell |
1,315
-2,335
| -64% | -$397K | 0.01% | 544 |
|
|
2023
Q1 | $546K | Buy |
3,650
+386
| +12% | +$57.7K | 0.02% | 419 |
|
|
2022
Q4 | $422K | Sell |
3,264
-1,769
| -35% | -$228K | 0.02% | 448 |
|
|
2022
Q3 | $717K | Sell |
5,033
-100
| -2% | -$14.2K | 0.04% | 357 |
|
|
2022
Q2 | $706K | Sell |
5,133
-124
| -2% | -$17K | 0.03% | 370 |
|
|
2022
Q1 | $973K | Buy |
5,257
+107
| +2% | +$19.8K | 0.04% | 341 |
|
|
2021
Q4 | $1.05M | Buy |
5,150
+333
| +7% | +$68.1K | 0.04% | 333 |
|
|
2021
Q3 | $864K | Sell |
4,817
-273
| -5% | -$49K | 0.04% | 342 |
|
|
2021
Q2 | $909K | Buy |
5,090
+1,667
| +49% | +$298K | 0.04% | 336 |
|
|
2021
Q1 | $575K | Sell |
3,423
-498
| -13% | -$83.7K | 0.03% | 369 |
|
|
2020
Q4 | $630K | Buy |
3,921
+1,532
| +64% | +$246K | 0.03% | 350 |
|
|
2020
Q3 | $351K | Sell |
2,389
-302
| -11% | -$44.4K | 0.02% | 394 |
|
|
2020
Q2 | $344K | Buy |
2,691
+20
| +0.7% | +$2.55K | 0.02% | 391 |
|
|
2020
Q1 | $262K | Sell |
2,671
-612
| -19% | -$60K | 0.02% | 390 |
|
|
2019
Q4 | $412K | Buy |
+3,283
| New | +$412K | 0.02% | 376 |
|