Union Savings Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.6K | Sell |
391
-28
| -7% | -$6.2K | 0.04% | 190 |
|
|
2025
Q1 | $82.7K | Hold |
419
| – | – | 0.04% | 197 |
|
|
2024
Q4 | $94K | Hold |
419
| – | – | 0.05% | 177 |
|
|
2024
Q3 | $84K | Hold |
419
| – | – | 0.04% | 194 |
|
|
2024
Q2 | $76.4K | Hold |
419
| – | – | 0.04% | 196 |
|
|
2024
Q1 | $77K | Hold |
419
| – | – | 0.04% | 195 |
|
|
2023
Q4 | $74.9K | Hold |
419
| – | – | 0.04% | 193 |
|
|
2023
Q3 | $67.4K | Hold |
419
| – | – | 0.04% | 195 |
|
|
2023
Q2 | $72.8K | Buy |
+419
| New | +$72.8K | 0.04% | 192 |
|