Whalen 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 | – | Sell |
-1,304
| Closed | -$257K | – | 231 |
|
|
2025
Q1 | $257K | Sell |
1,304
-30
| -2% | -$5.92K | 0.17% | 109 |
|
|
2024
Q4 | $299K | Buy |
1,334
+15
| +1% | +$3.37K | 0.21% | 96 |
|
|
2024
Q3 | $264K | Buy |
1,319
+13
| +1% | +$2.61K | 0.19% | 93 |
|
|
2024
Q2 | $238K | Buy |
1,306
+2
| +0.2% | +$365 | 0.19% | 91 |
|
|
2024
Q1 | $240K | Buy |
+1,304
| New | +$240K | 0.18% | 87 |
|