Whalerock Point Partners’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 | $531K | Hold |
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|
2025
Q1 | $483K | Hold |
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|
2024
Q4 | $548K | Hold |
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|
2024
Q3 | $490K | Hold |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $449K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $335K | Hold |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $435K | Hold |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $224K | Buy |
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