West Branch Capital’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.3K | Sell |
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|
2025
Q1 | $95.6K | Hold |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $97K | Hold |
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|
2024
Q2 | $88.3K | Hold |
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|
2024
Q1 | $89K | Hold |
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|
2023
Q4 | $86.5K | Hold |
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|
2023
Q3 | $77.9K | Hold |
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|
2023
Q2 | $82.2K | Hold |
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|
2023
Q1 | $72.4K | Hold |
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|
2022
Q4 | $62.5K | Sell |
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|
2022
Q3 | $83K | Buy |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $90K | Sell |
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|
2021
Q4 | $101K | Hold |
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|
2021
Q3 | $89K | Hold |
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|
2021
Q2 | $88K | Buy |
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