Wealth Quarterback’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 | $2.48M | Buy |
11,415
+9,322
| +445% | +$2.03M | 1.18% | 19 |
|
2025
Q1 | $413K | Buy |
2,093
+5
| +0.2% | +$987 | 0.23% | 82 |
|
2024
Q4 | $468K | Buy |
2,088
+4
| +0.2% | +$897 | 0.22% | 69 |
|
2024
Q3 | $418K | Sell |
2,084
-79
| -4% | -$15.8K | 0.22% | 81 |
|
2024
Q2 | $395K | Buy |
2,163
+5
| +0.2% | +$912 | 0.22% | 78 |
|
2024
Q1 | $397K | Sell |
2,158
-579
| -21% | -$106K | 0.22% | 78 |
|
2023
Q4 | $489K | Buy |
+2,737
| New | +$489K | 0.3% | 74 |
|
2021
Q3 | – | Sell |
-29
| Closed | -$6K | – | 894 |
|
2021
Q2 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 595 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 1143 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 1050 |
|