VIM
Vista Investment Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Hold |
3,869
| – | – | 0.31% | 93 |
|
|
2025
Q1 | $764K | Hold |
3,869
| – | – | 0.3% | 98 |
|
|
2024
Q4 | $868K | Hold |
3,869
| – | – | 0.33% | 85 |
|
|
2024
Q3 | $775K | Hold |
3,869
| – | – | 0.29% | 96 |
|
|
2024
Q2 | $706K | Hold |
3,869
| – | – | 0.29% | 97 |
|
|
2024
Q1 | $711K | Hold |
3,869
| – | – | 0.29% | 97 |
|
|
2023
Q4 | $692K | Hold |
3,869
| – | – | 0.32% | 97 |
|
|
2023
Q3 | $623K | Hold |
3,869
| – | – | 0.33% | 97 |
|
|
2023
Q2 | $657K | Sell |
3,869
-35
| -0.9% | -$5.94K | 0.33% | 99 |
|
|
2023
Q1 | $584K | Hold |
3,904
| – | – | 0.31% | 103 |
|
|
2022
Q4 | $504K | Hold |
3,904
| – | – | 0.29% | 104 |
|
|
2022
Q3 | $556K | Sell |
3,904
-3
| -0.1% | -$427 | 0.34% | 92 |
|
|
2022
Q2 | $537K | Sell |
3,907
-33
| -0.8% | -$4.54K | 0.32% | 94 |
|
|
2022
Q1 | $729K | Sell |
3,940
-40
| -1% | -$7.4K | 0.4% | 82 |
|
|
2021
Q4 | $814K | Sell |
3,980
-6
| -0.2% | -$1.23K | 0.44% | 71 |
|
|
2021
Q3 | $715K | Buy |
3,986
+14
| +0.4% | +$2.51K | 0.42% | 73 |
|
|
2021
Q2 | $709K | Sell |
3,972
-32
| -0.8% | -$5.71K | 0.42% | 75 |
|
|
2021
Q1 | $673K | Hold |
4,004
| – | – | 0.42% | 78 |
|
|
2020
Q4 | $644K | Sell |
4,004
-525
| -12% | -$84.4K | 0.43% | 78 |
|
|
2020
Q3 | $666K | Sell |
4,529
-89
| -2% | -$13.1K | 0.51% | 67 |
|
|
2020
Q2 | $590K | Hold |
4,618
| – | – | 0.51% | 68 |
|
|
2020
Q1 | $453K | Hold |
4,618
| – | – | 0.46% | 71 |
|
|
2019
Q4 | $579K | Hold |
4,618
| – | – | 0.43% | 81 |
|
|
2019
Q3 | $557K | Hold |
4,618
| – | – | 0.46% | 76 |
|
|
2019
Q2 | $550K | Hold |
4,618
| – | – | 0.47% | 74 |
|
|
2019
Q1 | $526K | Hold |
4,618
| – | – | 0.46% | 77 |
|
|
2018
Q4 | $457K | Buy |
4,618
+498
| +12% | +$49.3K | 0.47% | 76 |
|
|
2018
Q3 | $483K | Hold |
4,120
| – | – | 0.43% | 83 |
|
|
2018
Q2 | $450K | Hold |
4,120
| – | – | 0.44% | 84 |
|
|
2018
Q1 | $417K | Hold |
4,120
| – | – | 0.44% | 86 |
|
|
2017
Q4 | $407K | Buy |
+4,120
| New | +$407K | 0.43% | 84 |
|