Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-387
| Closed | -$70.6K | – | 906 |
|
|
2024
Q2 | $70.6K | Hold |
387
| – | – | 0.03% | 322 |
|
|
2024
Q1 | $71.2K | Hold |
387
| – | – | 0.03% | 316 |
|
|
2023
Q4 | $69.2K | Hold |
387
| – | – | 0.03% | 313 |
|
|
2023
Q3 | $62K | Hold |
387
| – | – | 0.04% | 315 |
|
|
2023
Q2 | $66K | Buy |
+387
| New | +$66K | 0.04% | 310 |
|
|
2022
Q4 | $52K | Hold |
404
| – | – | 0.04% | 314 |
|
|
2022
Q3 | $58K | Hold |
404
| – | – | 0.04% | 280 |
|
|
2022
Q2 | $56K | Hold |
404
| – | – | 0.04% | 303 |
|
|
2022
Q1 | $75K | Buy |
404
+225
| +126% | +$41.8K | 0.04% | 289 |
|
|
2021
Q4 | $37K | Buy |
+179
| New | +$37K | 0.02% | 404 |
|