Williams & Novak’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 | $210K | Buy |
+964
| New | +$210K | 0.18% | 99 |
|
2025
Q1 | – | Sell |
-1,131
| Closed | -$254K | – | 150 |
|
2024
Q4 | $254K | Hold |
1,131
| – | – | 0.24% | 90 |
|
2024
Q3 | $227K | Hold |
1,131
| – | – | 0.21% | 99 |
|
2024
Q2 | $206K | Hold |
1,131
| – | – | 0.19% | 104 |
|
2024
Q1 | $202K | Hold |
1,131
| – | – | 0.23% | 79 |
|
2023
Q4 | $202K | Buy |
+1,131
| New | +$202K | 0.23% | 79 |
|