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