Vishria Bird Financial Group’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 | $966K | Hold |
|
|||||
|
2025
Q2 | $876K | Hold |
|
|||||
|
2025
Q1 | $796K | Hold |
|
|||||
|
2024
Q4 | $904K | Hold |
|
|||||
|
2024
Q3 | $807K | Hold |
|
|||||
|
2024
Q2 | $735K | Hold |
|
|||||
|
2024
Q1 | $741K | Hold |
|
|||||
|
2023
Q4 | $721K | Hold |
|
|||||
|
2023
Q3 | $649K | Hold |
|
|||||
|
2023
Q2 | $684K | Hold |
|
|||||
|
2023
Q1 | $603K | Hold |
|
|||||
|
2022
Q4 | $521K | Hold |
|
|||||
|
2022
Q3 | $574K | Hold |
|
|||||
|
2022
Q2 | $554K | Hold |
|
|||||
|
2022
Q1 | $746K | Hold |
|
|||||
|
2021
Q4 | $824K | Hold |
|
|||||
|
2021
Q3 | $723K | Hold |
|
|||||
|
2021
Q2 | $720K | Hold |
|
|||||
|
2021
Q1 | $677K | Hold |
|
|||||
|
2020
Q4 | $648K | Hold |
|
|||||
|
2020
Q3 | $592K | Hold |
|
|||||
|
2020
Q2 | $515K | Hold |
|
|||||
|
2020
Q1 | $395K | Buy |
|
|||||
|
2019
Q4 | $495K | Hold |
|
|||||
|
2019
Q3 | $476K | Hold |
|
|||||
|
2019
Q2 | $470K | Hold |
|
|||||
|
2019
Q1 | $449K | Hold |
|
|||||
|
2018
Q4 | $391K | Hold |
|
|||||
|
2018
Q3 | $462K | Hold |
|
|||||
|
2018
Q2 | $431K | Buy |
|