Vigilare Wealth Management’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 | $211K | Buy |
+970
| New | +$211K | 0.08% | 117 |
|
2025
Q1 | – | Sell |
-938
| Closed | -$210K | – | 106 |
|
2024
Q4 | $210K | Buy |
+938
| New | +$210K | 0.09% | 84 |
|
2023
Q2 | – | Sell |
-1,520
| Closed | -$227K | – | 105 |
|
2023
Q1 | $227K | Buy |
+1,520
| New | +$227K | 0.13% | 89 |
|
2022
Q4 | – | Sell |
-1,529
| Closed | -$218K | – | 116 |
|
2022
Q3 | $218K | Buy |
1,529
+40
| +3% | +$5.7K | 0.28% | 93 |
|
2022
Q2 | $205K | Sell |
1,489
-5
| -0.3% | -$688 | 0.22% | 104 |
|
2022
Q1 | $276K | Sell |
1,494
-213
| -12% | -$39.3K | 0.23% | 107 |
|
2021
Q4 | $349K | Buy |
1,707
+1
| +0.1% | +$204 | 0.21% | 124 |
|
2021
Q3 | $306K | Sell |
1,706
-71
| -4% | -$12.7K | 0.19% | 146 |
|
2021
Q2 | $317K | Buy |
1,777
+1
| +0.1% | +$178 | 0.19% | 137 |
|
2021
Q1 | $298K | Buy |
1,776
+303
| +21% | +$50.8K | 0.21% | 133 |
|
2020
Q4 | $237K | Buy |
+1,473
| New | +$237K | 0.22% | 109 |
|