Wealthstar 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 | $384K | Sell |
1,767
-168
| -9% | -$36.5K | 0.14% | 112 |
|
|
2025
Q1 | $382K | Buy |
1,935
+12
| +0.6% | +$2.37K | 0.17% | 107 |
|
|
2024
Q4 | $431K | Buy |
+1,923
| New | +$431K | 0.19% | 96 |
|
|
2024
Q2 | – | Sell |
-1,908
| Closed | -$351K | – | 146 |
|
|
2024
Q1 | $351K | Buy |
1,908
+22
| +1% | +$4.04K | 0.12% | 104 |
|
|
2023
Q4 | $337K | Sell |
1,886
-49
| -3% | -$8.76K | 0.05% | 93 |
|
|
2023
Q3 | $312K | Buy |
1,935
+200
| +12% | +$32.2K | 0.12% | 75 |
|
|
2023
Q2 | $295K | Buy |
1,735
+80
| +5% | +$13.6K | 0.12% | 62 |
|
|
2023
Q1 | $247K | Buy |
1,655
+81
| +5% | +$12.1K | 0.09% | 82 |
|
|
2022
Q4 | $203K | Buy |
1,574
+41
| +3% | +$5.3K | 0.09% | 87 |
|
|
2022
Q3 | $219K | Buy |
1,533
+22
| +1% | +$3.14K | 0.1% | 88 |
|
|
2022
Q2 | $208K | Hold |
1,511
| – | – | 0.08% | 84 |
|
|
2022
Q1 | $281K | Buy |
1,511
+1
| +0.1% | +$186 | 0.1% | 81 |
|
|
2021
Q4 | $305K | Buy |
1,510
+101
| +7% | +$20.4K | 0.1% | 67 |
|
|
2021
Q3 | $253K | Buy |
1,409
+50
| +4% | +$8.98K | 0.08% | 74 |
|
|
2021
Q2 | $244K | Buy |
+1,359
| New | +$244K | 0.08% | 85 |
|