U.S. Capital Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.54M | Buy |
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|
2025
Q2 | $4M | Sell |
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|
2025
Q1 | $3.7M | Sell |
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|
2024
Q4 | $4.27M | Buy |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $577K | Sell |
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|
2023
Q4 | $597K | Buy |
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|
2023
Q3 | $528K | Hold |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $625K | Sell |
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|
2021
Q3 | $551K | Buy |
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