Whitney & Co’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
Q1 | – | Sell |
-907
| Closed | -$203K | – | 138 |
|
|
2024
Q4 | $203K | Buy |
+907
| New | +$203K | 0.02% | 125 |
|
|
2022
Q1 | – | Sell |
-1,939
| Closed | -$396K | – | 143 |
|
|
2021
Q4 | $396K | Buy |
1,939
+425
| +28% | +$86.8K | 0.06% | 102 |
|
|
2021
Q3 | $272K | Buy |
+1,514
| New | +$272K | 0.04% | 116 |
|
|
2019
Q1 | – | Sell |
-2,010
| Closed | -$217K | – | 116 |
|
|
2018
Q4 | $217K | Buy |
+2,010
| New | +$217K | 0.06% | 108 |
|