WFA
West Financial Advisors’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 | $74.1K | Sell |
341
-14,405
| -98% | -$3.13M | 0.01% | 88 |
|
|
2025
Q1 | $2.91M | Buy |
14,746
+1,375
| +10% | +$272K | 0.55% | 24 |
|
|
2024
Q4 | $3M | Buy |
+13,371
| New | +$3M | 0.58% | 21 |
|
|
2024
Q1 | – | Sell |
-11,606
| Closed | -$2.08M | – | 168 |
|
|
2023
Q4 | $2.08M | Sell |
11,606
-236
| -2% | -$42.2K | 0.47% | 23 |
|
|
2023
Q3 | $1.91M | Buy |
11,842
+648
| +6% | +$104K | 0.48% | 21 |
|
|
2023
Q2 | $1.9M | Buy |
+11,194
| New | +$1.9M | 0.47% | 21 |
|
|
2022
Q1 | – | Sell |
-5,971
| Closed | -$1.22M | – | 203 |
|
|
2021
Q4 | $1.22M | Buy |
+5,971
| New | +$1.22M | 0.33% | 25 |
|
|
2021
Q1 | – | Sell |
-3,257
| Closed | -$524K | – | 163 |
|
|
2020
Q4 | $524K | Buy |
+3,257
| New | +$524K | 0.19% | 27 |
|