Western Wealth Management’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 | $1.66M | Sell |
7,618
-199
| -3% | -$43.2K | 0.1% | 196 |
|
|
2025
Q1 | $1.54M | Buy |
7,817
+165
| +2% | +$32.6K | 0.1% | 193 |
|
|
2024
Q4 | $1.72M | Sell |
7,652
-1,652
| -18% | -$371K | 0.11% | 172 |
|
|
2024
Q3 | $1.86M | Buy |
9,304
+3,026
| +48% | +$606K | 0.11% | 199 |
|
|
2024
Q2 | $1.15M | Sell |
6,278
-191
| -3% | -$34.8K | 0.08% | 207 |
|
|
2024
Q1 | $1.19M | Buy |
6,469
+11
| +0.2% | +$2.02K | 0.09% | 203 |
|
|
2023
Q4 | $1.15M | Buy |
6,458
+36
| +0.6% | +$6.44K | 0.08% | 251 |
|
|
2023
Q3 | $1.03M | Buy |
6,422
+1,040
| +19% | +$167K | 0.09% | 242 |
|
|
2023
Q2 | $914K | Sell |
5,382
-32
| -0.6% | -$5.43K | 0.08% | 267 |
|
|
2023
Q1 | $810K | Sell |
5,414
-4,460
| -45% | -$667K | 0.08% | 267 |
|
|
2022
Q4 | $1.28M | Sell |
9,874
-1,279
| -11% | -$165K | 0.13% | 179 |
|
|
2022
Q3 | $1.59M | Sell |
11,153
-1,061
| -9% | -$151K | 0.09% | 219 |
|
|
2022
Q2 | $1.68M | Sell |
12,214
-1,503
| -11% | -$207K | 0.1% | 213 |
|
|
2022
Q1 | $2.54M | Buy |
13,717
+4,982
| +57% | +$922K | 0.12% | 167 |
|
|
2021
Q4 | $1.78M | Buy |
+8,735
| New | +$1.78M | 0.18% | 129 |
|
|
2021
Q2 | $1.41M | Buy |
7,867
+1,291
| +20% | +$231K | 0.14% | 155 |
|
|
2021
Q1 | $1.11M | Buy |
6,576
+447
| +7% | +$75.1K | 0.15% | 148 |
|
|
2020
Q4 | $985K | Buy |
6,129
+857
| +16% | +$138K | 0.14% | 159 |
|
|
2020
Q3 | $775K | Buy |
5,272
+87
| +2% | +$12.8K | 0.13% | 178 |
|
|
2020
Q2 | $662K | Sell |
5,185
-1,854
| -26% | -$237K | 0.12% | 184 |
|
|
2020
Q1 | $687K | Sell |
7,039
-813
| -10% | -$79.3K | 0.16% | 142 |
|
|
2019
Q4 | $985K | Sell |
7,852
-215
| -3% | -$27K | 0.15% | 140 |
|
|
2019
Q3 | $972K | Buy |
8,067
+223
| +3% | +$26.9K | 0.2% | 121 |
|
|
2019
Q2 | $937K | Buy |
7,844
+208
| +3% | +$24.8K | 0.12% | 141 |
|
|
2019
Q1 | $868K | Sell |
7,636
-971
| -11% | -$110K | 0.19% | 128 |
|
|
2018
Q4 | $850K | Buy |
+8,607
| New | +$850K | 0.23% | 109 |
|