WBC
West Branch Capital’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.3K | Sell |
374
-110
| -23% | -$23.9K | 0.02% | 123 |
|
|
2025
Q1 | $95.6K | Hold |
484
| – | – | 0.03% | 117 |
|
|
2024
Q4 | $109K | Hold |
484
| – | – | 0.03% | 111 |
|
|
2024
Q3 | $97K | Hold |
484
| – | – | 0.03% | 121 |
|
|
2024
Q2 | $88.3K | Hold |
484
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $89K | Hold |
484
| – | – | 0.04% | 133 |
|
|
2023
Q4 | $86.5K | Hold |
484
| – | – | 0.04% | 126 |
|
|
2023
Q3 | $77.9K | Hold |
484
| – | – | 0.04% | 130 |
|
|
2023
Q2 | $82.2K | Hold |
484
| – | – | 0.04% | 124 |
|
|
2023
Q1 | $72.4K | Hold |
484
| – | – | 0.04% | 139 |
|
|
2022
Q4 | $62.5K | Sell |
484
-100
| -17% | -$12.9K | 0.04% | 149 |
|
|
2022
Q3 | $83K | Buy |
584
+100
| +21% | +$14.2K | 0.05% | 131 |
|
|
2022
Q2 | $67K | Hold |
484
| – | – | 0.04% | 156 |
|
|
2022
Q1 | $90K | Sell |
484
-10
| -2% | -$1.86K | 0.04% | 138 |
|
|
2021
Q4 | $101K | Hold |
494
| – | – | 0.04% | 139 |
|
|
2021
Q3 | $89K | Hold |
494
| – | – | 0.04% | 144 |
|
|
2021
Q2 | $88K | Buy |
+494
| New | +$88K | 0.04% | 149 |
|