V2 Financial group’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 | $989K | Buy |
4,550
+150
| +3% | +$32.6K | 0.6% | 24 |
|
2025
Q1 | $869K | Buy |
4,400
+200
| +5% | +$39.5K | 0.56% | 27 |
|
2024
Q4 | $942K | Buy |
4,200
+100
| +2% | +$22.4K | 0.57% | 29 |
|
2024
Q3 | $822K | Buy |
4,100
+100
| +3% | +$20K | 0.53% | 31 |
|
2024
Q2 | $743K | Hold |
4,000
| – | – | 0.5% | 33 |
|
2024
Q1 | $736K | Buy |
4,000
+100
| +3% | +$18.4K | 0.5% | 31 |
|
2023
Q4 | $697K | Buy |
3,900
+100
| +3% | +$17.9K | 0.49% | 31 |
|
2023
Q3 | $612K | Hold |
3,800
| – | – | 0.46% | 31 |
|
2023
Q2 | $645K | Hold |
3,800
| – | – | 0.46% | 31 |
|
2023
Q1 | $568K | Hold |
3,800
| – | – | 0.41% | 34 |
|
2022
Q4 | $491K | Hold |
3,800
| – | – | 0.39% | 36 |
|
2022
Q3 | $541K | Buy |
3,800
+400
| +12% | +$57K | 0.47% | 29 |
|
2022
Q2 | $467K | Buy |
3,400
+250
| +8% | +$34.4K | 0.38% | 37 |
|
2022
Q1 | $583K | Hold |
3,150
| – | – | 0.44% | 39 |
|
2021
Q4 | $644K | Hold |
3,150
| – | – | 0.5% | 40 |
|
2021
Q3 | $565K | Hold |
3,150
| – | – | 0.49% | 36 |
|
2021
Q2 | $562K | Hold |
3,150
| – | – | 0.48% | 36 |
|
2021
Q1 | $529K | Hold |
3,150
| – | – | 0.48% | 34 |
|
2020
Q4 | $506K | Buy |
+3,150
| New | +$506K | 0.51% | 33 |
|