WealthShield 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 | $23.2K | Buy |
107
+6
| +6% | +$1.3K | ﹤0.01% | 459 |
|
|
2025
Q1 | $19.9K | Buy |
101
+25
| +33% | +$4.92K | ﹤0.01% | 455 |
|
|
2024
Q4 | $17.1K | Hold |
76
| – | – | ﹤0.01% | 430 |
|
|
2024
Q3 | $15.3K | Hold |
76
| – | – | ﹤0.01% | 438 |
|
|
2024
Q2 | $13.9K | Hold |
76
| – | – | ﹤0.01% | 414 |
|
|
2024
Q1 | $14K | Hold |
76
| – | – | ﹤0.01% | 413 |
|
|
2023
Q4 | $13.5K | Sell |
76
-465
| -86% | -$82.9K | ﹤0.01% | 427 |
|
|
2023
Q3 | $87K | Buy |
541
+7
| +1% | +$1.13K | 0.01% | 345 |
|
|
2023
Q2 | $90.8K | Sell |
534
-141
| -21% | -$24K | 0.01% | 346 |
|
|
2023
Q1 | $101K | Buy |
+675
| New | +$101K | 0.02% | 338 |
|
|
2021
Q3 | – | Sell |
-573
| Closed | -$102K | – | 764 |
|
|
2021
Q2 | $102K | Sell |
573
-27,492
| -98% | -$4.89M | 0.02% | 361 |
|
|
2021
Q1 | $4.72M | Buy |
28,065
+775
| +3% | +$130K | 0.85% | 33 |
|
|
2020
Q4 | $4.39M | Buy |
27,290
+26,817
| +5,670% | +$4.31M | 0.81% | 41 |
|
|
2020
Q3 | $70K | Buy |
473
+85
| +22% | +$12.6K | 0.02% | 288 |
|
|
2020
Q2 | $50K | Buy |
388
+314
| +424% | +$40.5K | 0.02% | 249 |
|
|
2020
Q1 | $7K | Buy |
74
+1
| +1% | +$95 | ﹤0.01% | 230 |
|
|
2019
Q4 | $9K | Hold |
73
| – | – | ﹤0.01% | 248 |
|
|
2019
Q3 | $9K | Buy |
+73
| New | +$9K | ﹤0.01% | 239 |
|
|
2019
Q2 | – | Sell |
-73
| Closed | -$8K | – | 284 |
|
|
2019
Q1 | $8K | Hold |
73
| – | – | ﹤0.01% | 238 |
|
|
2018
Q4 | $7K | Sell |
73
-2,374
| -97% | -$228K | ﹤0.01% | 209 |
|
|
2018
Q3 | $287K | Sell |
2,447
-120
| -5% | -$14.1K | 0.16% | 92 |
|
|
2018
Q2 | $281K | Sell |
2,567
-15,297
| -86% | -$1.67M | 0.17% | 93 |
|
|
2018
Q1 | $1.81M | Buy |
+17,864
| New | +$1.81M | 1.15% | 20 |
|