Wealth Enhancement Advisory Services’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 | $11.9M | Buy |
53,727
+3,027
| +6% | +$670K | 0.02% | 578 |
|
|
2025
Q1 | $10M | Sell |
50,700
-8,686
| -15% | -$1.72M | 0.02% | 575 |
|
|
2024
Q4 | $13.3M | Buy |
59,386
+22,016
| +59% | +$4.94M | 0.03% | 483 |
|
|
2024
Q3 | $7.49M | Sell |
37,370
-5,865
| -14% | -$1.18M | 0.02% | 602 |
|
|
2024
Q2 | $7.89M | Sell |
43,235
-3,585
| -8% | -$654K | 0.02% | 553 |
|
|
2024
Q1 | $8.61M | Sell |
46,820
-2,619
| -5% | -$482K | 0.02% | 518 |
|
|
2023
Q4 | $8.84M | Sell |
49,439
-2,048
| -4% | -$366K | 0.03% | 469 |
|
|
2023
Q3 | $8.29M | Buy |
51,487
+46,967
| +1,039% | +$7.56M | 0.03% | 451 |
|
|
2023
Q2 | $768K | Sell |
4,520
-3,023
| -40% | -$513K | 0.01% | 299 |
|
|
2023
Q1 | $1.13M | Buy |
7,543
+110
| +1% | +$16.5K | 0.01% | 295 |
|
|
2022
Q4 | $1.08M | Buy |
7,433
+210
| +3% | +$30.5K | 0.01% | 212 |
|
|
2022
Q3 | $1.02M | Buy |
7,223
+568
| +9% | +$79.9K | 0.01% | 234 |
|
|
2022
Q2 | $974K | Buy |
6,655
+2,120
| +47% | +$310K | 0.01% | 248 |
|
|
2022
Q1 | $859K | Sell |
4,535
-1,212
| -21% | -$230K | 0.01% | 247 |
|
|
2021
Q4 | $1.05M | Buy |
5,747
+416
| +8% | +$76K | 0.02% | 216 |
|
|
2021
Q3 | $1.05M | Buy |
5,331
+1,179
| +28% | +$233K | 0.02% | 210 |
|
|
2021
Q2 | $748K | Buy |
4,152
+60
| +1% | +$10.8K | 0.01% | 214 |
|
|
2021
Q1 | $712K | Buy |
+4,092
| New | +$712K | 0.01% | 212 |
|