Westside Investment 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 | $485K | Buy |
2,226
+430
| +24% | +$93.6K | 0.09% | 168 |
|
|
2025
Q1 | $356K | Buy |
1,796
+445
| +33% | +$88.1K | 0.08% | 183 |
|
|
2024
Q4 | $303K | Hold |
1,351
| – | – | 0.06% | 186 |
|
|
2024
Q3 | $265K | Buy |
1,351
+158
| +13% | +$31K | 0.06% | 202 |
|
|
2024
Q2 | $218K | Hold |
1,193
| – | – | 0.05% | 217 |
|
|
2024
Q1 | $219K | Buy |
1,193
+80
| +7% | +$14.7K | 0.05% | 218 |
|
|
2023
Q4 | $199K | Buy |
1,113
+213
| +24% | +$38.1K | 0.05% | 207 |
|
|
2023
Q3 | $145K | Hold |
900
| – | – | 0.04% | 233 |
|
|
2023
Q2 | $153K | Hold |
900
| – | – | 0.04% | 231 |
|
|
2023
Q1 | $135K | Hold |
900
| – | – | 0.04% | 243 |
|
|
2022
Q4 | $38.6K | Buy |
900
+100
| +13% | +$4.29K | 0.1% | 137 |
|
|
2022
Q3 | $42.8K | Sell |
800
-200
| -20% | -$10.7K | 0.1% | 135 |
|
|
2022
Q2 | $92.7K | Hold |
1,000
| – | – | 0.21% | 96 |
|
|
2022
Q1 | $92.7K | Sell |
1,000
-13
| -1% | -$1.21K | 0.2% | 99 |
|
|
2021
Q4 | $92.9K | Hold |
1,013
| – | – | 0.21% | 95 |
|
|
2021
Q3 | $92.8K | Hold |
1,013
| – | – | 0.21% | 93 |
|
|
2021
Q2 | $91.7K | Hold |
1,013
| – | – | 0.21% | 89 |
|
|
2021
Q1 | $50.5K | Buy |
1,013
+300
| +42% | +$15K | 0.13% | 110 |
|
|
2020
Q4 | $114 | Hold |
713
| – | – | ﹤0.01% | 281 |
|
|
2020
Q3 | $104 | Hold |
713
| – | – | ﹤0.01% | 298 |
|
|
2020
Q2 | $91 | Hold |
713
| – | – | ﹤0.01% | 283 |
|
|
2020
Q1 | $69 | Buy |
+713
| New | +$69 | ﹤0.01% | 308 |
|
|
2019
Q2 | $59 | Buy |
+500
| New | +$59 | ﹤0.01% | 297 |
|
|
2018
Q4 | $49.5K | Hold |
500
| – | – | 0.02% | 291 |
|
|
2018
Q3 | $58.4K | Hold |
500
| – | – | 0.02% | 248 |
|
|
2018
Q2 | $54.7K | Hold |
500
| – | – | 0.02% | 286 |
|
|
2018
Q1 | $49.2K | Hold |
500
| – | – | 0.03% | 285 |
|
|
2017
Q4 | $51K | Sell |
500
-600
| -55% | -$61.1K | 0.03% | 281 |
|
|
2017
Q3 | $101K | Hold |
1,100
| – | – | 0.06% | 198 |
|
|
2017
Q2 | $98.3K | Hold |
1,100
| – | – | 0.06% | 201 |
|
|
2017
Q1 | $96K | Sell |
1,100
-1,400
| -56% | -$122K | 0.05% | 195 |
|
|
2016
Q4 | $209K | Buy |
+2,500
| New | +$209K | 0.14% | 91 |
|