Westside Investment Management’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 | $485K | Buy |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $265K | Buy |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $219K | Buy |
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|
2023
Q4 | $199K | Buy |
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|
2023
Q3 | $145K | Hold |
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|
2023
Q2 | $153K | Hold |
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|
2023
Q1 | $135K | Hold |
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|
2022
Q4 | $38.6K | Buy |
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|
2022
Q3 | $42.8K | Sell |
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|
2022
Q2 | $92.7K | Hold |
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|
2022
Q1 | $92.7K | Sell |
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|
2021
Q4 | $92.9K | Hold |
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|
2021
Q3 | $92.8K | Hold |
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|
2021
Q2 | $91.7K | Hold |
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|
2021
Q1 | $50.5K | Buy |
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|
2020
Q4 | $114 | Hold |
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|
2020
Q3 | $104 | Hold |
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|
2020
Q2 | $91 | Hold |
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|
2020
Q1 | $69 | Buy |
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|
2019
Q2 | $59 | Buy |
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|
2018
Q4 | $49.5K | Hold |
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|
2018
Q3 | $58.4K | Hold |
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|
2018
Q2 | $54.7K | Hold |
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|
2018
Q1 | $49.2K | Hold |
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|
2017
Q4 | $51K | Sell |
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|
2017
Q3 | $101K | Hold |
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|
2017
Q2 | $98.3K | Hold |
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|
2017
Q1 | $96K | Sell |
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|
2016
Q4 | $209K | Buy |
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