Tempus Wealth Planning’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 | $573K | Sell |
2,639
-140
| -5% | -$30.4K | 0.14% | 156 |
|
|
2025
Q1 | $549K | Hold |
2,779
| – | – | 0.16% | 140 |
|
|
2024
Q4 | $623K | Hold |
2,779
| – | – | 0.19% | 122 |
|
|
2024
Q3 | $557K | Hold |
2,779
| – | – | 0.2% | 115 |
|
|
2024
Q2 | $507K | Buy |
2,779
+92
| +3% | +$16.8K | 0.21% | 108 |
|
|
2024
Q1 | $494K | Buy |
2,687
+19
| +0.7% | +$3.49K | 0.22% | 110 |
|
|
2023
Q4 | $477K | Sell |
2,668
-82
| -3% | -$14.7K | 0.21% | 104 |
|
|
2023
Q3 | $443K | Hold |
2,750
| – | – | 0.22% | 95 |
|
|
2023
Q2 | $467K | Hold |
2,750
| – | – | 0.21% | 109 |
|
|
2023
Q1 | $411K | Hold |
2,750
| – | – | 0.2% | 106 |
|
|
2022
Q4 | $355K | Sell |
2,750
-86
| -3% | -$11.1K | 0.22% | 116 |
|
|
2022
Q3 | $404K | Sell |
2,836
-143
| -5% | -$20.4K | 0.27% | 101 |
|
|
2022
Q2 | $410K | Hold |
2,979
| – | – | 0.34% | 81 |
|
|
2022
Q1 | $551K | Sell |
2,979
-1,595
| -35% | -$295K | 0.39% | 74 |
|
|
2021
Q4 | $935K | Hold |
4,574
| – | – | 0.5% | 58 |
|
|
2021
Q3 | $821K | Hold |
4,574
| – | – | 0.46% | 64 |
|
|
2021
Q2 | $817K | Buy |
+4,574
| New | +$817K | 0.54% | 54 |
|