Wealthcare Advisory Partners’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 | $1.02M | Buy |
4,690
+1,491
| +47% | +$324K | 0.02% | 479 |
|
|
2025
Q1 | $632K | Sell |
3,199
-809
| -20% | -$160K | 0.02% | 546 |
|
|
2024
Q4 | $899K | Buy |
4,008
+2,158
| +117% | +$484K | 0.03% | 444 |
|
|
2024
Q3 | $371K | Sell |
1,850
-3,263
| -64% | -$654K | 0.01% | 649 |
|
|
2024
Q2 | $933K | Buy |
5,113
+1,266
| +33% | +$231K | 0.03% | 402 |
|
|
2024
Q1 | $707K | Sell |
3,847
-357
| -8% | -$65.7K | 0.02% | 473 |
|
|
2023
Q4 | $752K | Buy |
+4,204
| New | +$752K | 0.03% | 392 |
|
|
2023
Q3 | – | Sell |
-1,351
| Closed | -$229K | – | 749 |
|
|
2023
Q2 | $229K | Sell |
1,351
-576
| -30% | -$97.8K | 0.01% | 638 |
|
|
2023
Q1 | $288K | Buy |
1,927
+376
| +24% | +$56.2K | 0.01% | 586 |
|
|
2022
Q4 | $200K | Sell |
1,551
-151
| -9% | -$19.5K | 0.01% | 659 |
|
|
2022
Q3 | $242K | Sell |
1,702
-785
| -32% | -$112K | 0.01% | 530 |
|
|
2022
Q2 | $342K | Buy |
2,487
+719
| +41% | +$98.9K | 0.02% | 395 |
|
|
2022
Q1 | $327K | Sell |
1,768
-1,027
| -37% | -$190K | 0.02% | 394 |
|
|
2021
Q4 | $571K | Buy |
2,795
+1,188
| +74% | +$243K | 0.03% | 297 |
|
|
2021
Q3 | $288K | Buy |
1,607
+408
| +34% | +$73.1K | 0.02% | 427 |
|
|
2021
Q2 | $214K | Sell |
1,199
-947
| -44% | -$169K | 0.01% | 510 |
|
|
2021
Q1 | $361K | Buy |
2,146
+773
| +56% | +$130K | 0.03% | 349 |
|
|
2020
Q4 | $221K | Sell |
1,373
-949
| -41% | -$153K | 0.02% | 376 |
|
|
2020
Q3 | $341K | Buy |
+2,322
| New | +$341K | 0.04% | 259 |
|
|
2020
Q2 | – | Sell |
-1,449
| Closed | -$142K | – | 1385 |
|
|
2020
Q1 | $142K | Sell |
1,449
-959
| -40% | -$94K | 0.02% | 316 |
|
|
2019
Q4 | $302K | Sell |
2,408
-194
| -7% | -$24.3K | 0.04% | 241 |
|
|
2019
Q3 | $314K | Buy |
2,602
+1,568
| +152% | +$189K | 0.05% | 206 |
|
|
2019
Q2 | $123K | Buy |
1,034
+148
| +17% | +$17.6K | 0.02% | 343 |
|
|
2019
Q1 | $101K | Buy |
886
+1
| +0.1% | +$114 | 0.02% | 337 |
|
|
2018
Q4 | $88K | Buy |
885
+27
| +3% | +$2.69K | 0.02% | 332 |
|
|
2018
Q3 | $101K | Buy |
858
+1
| +0.1% | +$118 | 0.02% | 337 |
|
|
2018
Q2 | $94K | Buy |
857
+340
| +66% | +$37.3K | 0.02% | 336 |
|
|
2018
Q1 | $52K | Buy |
517
+45
| +10% | +$4.53K | 0.01% | 390 |
|
|
2017
Q4 | $47K | Buy |
472
+64
| +16% | +$6.37K | 0.01% | 385 |
|
|
2017
Q3 | $37K | Buy |
+408
| New | +$37K | 0.01% | 350 |
|