TCA
Trifecta Capital Advisors’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 | $261K | Hold |
1,200
| – | – | 0.04% | 89 |
|
|
2025
Q1 | $237K | Hold |
1,200
| – | – | 0.05% | 72 |
|
|
2024
Q4 | $269K | Hold |
1,200
| – | – | 0.05% | 74 |
|
|
2024
Q3 | $240K | Hold |
1,200
| – | – | 0.05% | 75 |
|
|
2024
Q2 | $219K | Hold |
1,200
| – | – | 0.05% | 77 |
|
|
2024
Q1 | $221K | Sell |
1,200
-33
| -3% | -$6.07K | 0.05% | 78 |
|
|
2023
Q4 | $220K | Buy |
1,233
+33
| +3% | +$5.9K | 0.06% | 80 |
|
|
2023
Q3 | $193K | Hold |
1,200
| – | – | 0.06% | 81 |
|
|
2023
Q2 | $204K | Hold |
1,200
| – | – | 0.07% | 82 |
|
|
2023
Q1 | $179K | Buy |
+1,200
| New | +$179K | 0.06% | 88 |
|