Venture Visionary Partners’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
$402K Buy
1,849
+175
+10% +$38.1K 0.02% 436
2025
Q1
$331K Buy
1,674
+190
+13% +$37.5K 0.01% 448
2024
Q4
$333K Buy
1,484
+106
+8% +$23.8K 0.01% 436
2024
Q3
$276K Buy
1,378
+75
+6% +$15K 0.01% 468
2024
Q2
$238K Sell
1,303
-12
-0.9% -$2.19K 0.01% 493
2024
Q1
$242K Buy
+1,315
New +$242K 0.01% 486
2023
Q2
Sell
-1,537
Closed -$230K 530
2023
Q1
$230K Buy
+1,537
New +$230K 0.01% 452
2022
Q3
Sell
-982
Closed -$135K 1572
2022
Q2
$135K Buy
+982
New +$135K 0.01% 536
2022
Q1
Sell
-992
Closed -$202K 546
2021
Q4
$202K Buy
+992
New +$202K 0.01% 491