Valley Wealth Managers’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 | $194K | Hold |
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|
2025
Q2 | $176K | Sell |
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|
2025
Q1 | $171K | Sell |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $374K | Hold |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $376K | Buy |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $562K | Buy |
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|
2021
Q3 | $444K | Sell |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $411K | Buy |
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|
2020
Q4 | $372K | Sell |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $325K | Sell |
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|
2019
Q4 | $740K | Buy |
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|
2019
Q3 | $624K | Sell |
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|
2019
Q2 | $670K | Sell |
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|
2019
Q1 | $754K | Sell |
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|
2018
Q4 | $1.77M | Buy |
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|
2018
Q3 | $234K | Buy |
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|
2018
Q2 | $211K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $253K | Buy |
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|
2017
Q1 | $108K | Buy |
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|
2016
Q4 | $41K | Hold |
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|
2016
Q3 | $40K | Hold |
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|
2016
Q2 | $39K | Buy |
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