TVWM
Tower View Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3K | Hold |
98
| – | – | 0.01% | 119 |
|
|
2025
Q1 | $19.3K | Sell |
98
-8
| -8% | -$1.57K | 0.01% | 105 |
|
|
2024
Q4 | $23.9K | Buy |
106
+9
| +9% | +$2.03K | 0.01% | 99 |
|
|
2024
Q3 | $19.5K | Hold |
97
| – | – | 0.01% | 109 |
|
|
2024
Q2 | $17.7K | Hold |
97
| – | – | 0.01% | 110 |
|
|
2024
Q1 | $17.8K | Hold |
97
| – | – | 0.01% | 116 |
|
|
2023
Q4 | $17K | Buy |
97
+1
| +1% | +$175 | 0.01% | 113 |
|
|
2023
Q3 | $16K | Hold |
96
| – | – | 0.01% | 107 |
|
|
2023
Q2 | $16K | Hold |
96
| – | – | 0.01% | 108 |
|
|
2023
Q1 | $14K | Hold |
96
| – | – | 0.01% | 109 |
|
|
2022
Q4 | $12K | Buy |
96
+1
| +1% | +$125 | 0.01% | 116 |
|
|
2022
Q3 | $14K | Hold |
95
| – | – | 0.01% | 110 |
|
|
2022
Q2 | $13K | Hold |
95
| – | – | 0.01% | 110 |
|
|
2022
Q1 | $18K | Hold |
95
| – | – | 0.01% | 132 |
|
|
2021
Q4 | $19K | Hold |
95
| – | – | 0.01% | 134 |
|
|
2021
Q3 | $17K | Buy |
+95
| New | +$17K | 0.01% | 146 |
|