TW
TritonPoint Wealth’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 | $3.69M | Sell |
16,968
-644
| -4% | -$140K | 0.34% | 78 |
|
|
2025
Q1 | $3.48M | Sell |
17,612
-145
| -0.8% | -$28.6K | 0.33% | 80 |
|
|
2024
Q4 | $3.98M | Sell |
17,757
-62
| -0.3% | -$13.9K | 0.36% | 75 |
|
|
2024
Q3 | $3.58M | Buy |
17,819
+393
| +2% | +$78.9K | 0.33% | 83 |
|
|
2024
Q2 | $3.18M | Sell |
17,426
-1,455
| -8% | -$265K | 0.31% | 83 |
|
|
2024
Q1 | $2.99M | Buy |
18,881
+943
| +5% | +$149K | 0.31% | 78 |
|
|
2023
Q4 | $3.21M | Buy |
+17,938
| New | +$3.21M | 0.31% | 80 |
|