Washington Trust Advisors’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 | $48.7K | Hold |
224
| – | – | ﹤0.01% | 323 |
|
2025
Q1 | $44.2K | Sell |
224
-184
| -45% | -$36.3K | ﹤0.01% | 333 |
|
2024
Q4 | $91.5K | Buy |
408
+378
| +1,260% | +$84.8K | 0.01% | 267 |
|
2024
Q3 | $6.01K | Sell |
30
-13
| -30% | -$2.61K | ﹤0.01% | 551 |
|
2024
Q2 | $7.84K | Hold |
43
| – | – | ﹤0.01% | 502 |
|
2024
Q1 | $7.91K | Hold |
43
| – | – | ﹤0.01% | 511 |
|
2023
Q4 | $7.69K | Sell |
43
-7
| -14% | -$1.25K | ﹤0.01% | 517 |
|
2023
Q3 | $8.05K | Sell |
50
-50
| -50% | -$8.05K | ﹤0.01% | 489 |
|
2023
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 398 |
|
2023
Q1 | $15K | Sell |
100
-80
| -44% | -$12K | ﹤0.01% | 455 |
|
2022
Q4 | $23.2K | Hold |
180
| – | – | ﹤0.01% | 398 |
|
2022
Q3 | $26K | Sell |
180
-13
| -7% | -$1.88K | ﹤0.01% | 481 |
|
2022
Q2 | $27K | Hold |
193
| – | – | ﹤0.01% | 491 |
|
2022
Q1 | $36K | Sell |
193
-144
| -43% | -$26.9K | ﹤0.01% | 493 |
|
2021
Q4 | $69K | Buy |
+337
| New | +$69K | ﹤0.01% | 418 |
|