Winch Advisory Services’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 | $12K | Hold |
55
| – | – | ﹤0.01% | 282 |
|
|
2025
Q1 | $10.9K | Sell |
55
-54
| -50% | -$10.7K | ﹤0.01% | 276 |
|
|
2024
Q4 | $24.5K | Sell |
109
-18
| -14% | -$4.05K | 0.01% | 213 |
|
|
2024
Q3 | $25.4K | Hold |
127
| – | – | 0.01% | 199 |
|
|
2024
Q2 | $23.1K | Buy |
127
+1
| +0.8% | +$182 | 0.01% | 200 |
|
|
2024
Q1 | $23.2K | Hold |
126
| – | – | 0.01% | 198 |
|
|
2023
Q4 | $22.5K | Hold |
126
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $20K | Hold |
126
| – | – | 0.01% | 194 |
|
|
2023
Q2 | $21K | Buy |
126
+1
| +0.8% | +$167 | 0.01% | 190 |
|
|
2023
Q1 | $19K | Hold |
125
| – | – | 0.01% | 198 |
|
|
2022
Q4 | $16K | Hold |
125
| – | – | 0.01% | 208 |
|
|
2022
Q3 | $18K | Buy |
125
+1
| +0.8% | +$144 | 0.01% | 179 |
|
|
2022
Q2 | $17K | Sell |
124
-1
| -0.8% | -$137 | 0.01% | 192 |
|
|
2022
Q1 | $23K | Sell |
125
-1
| -0.8% | -$184 | 0.01% | 197 |
|
|
2021
Q4 | $26K | Buy |
126
+1
| +0.8% | +$206 | 0.01% | 183 |
|
|
2021
Q3 | $23K | Hold |
125
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $22K | Hold |
125
| – | – | 0.01% | 191 |
|
|
2021
Q1 | $21K | Buy |
125
+53
| +74% | +$8.9K | 0.01% | 180 |
|
|
2020
Q4 | $12K | Hold |
72
| – | – | 0.01% | 214 |
|
|
2020
Q3 | $11K | Hold |
72
| – | – | ﹤0.01% | 203 |
|
|
2020
Q2 | $9K | Hold |
72
| – | – | ﹤0.01% | 209 |
|
|
2020
Q1 | $7K | Hold |
72
| – | – | ﹤0.01% | 201 |
|
|
2019
Q4 | $9K | Hold |
72
| – | – | ﹤0.01% | 218 |
|
|
2019
Q3 | $9K | Hold |
72
| – | – | ﹤0.01% | 208 |
|
|
2019
Q2 | $9K | Buy |
72
+33
| +85% | +$4.13K | ﹤0.01% | 215 |
|
|
2019
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 271 |
|
|
2018
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 251 |
|
|
2018
Q3 | $5K | Hold |
39
| – | – | ﹤0.01% | 235 |
|
|
2018
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 252 |
|
|
2018
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 235 |
|
|
2017
Q4 | $4K | Sell |
39
-89
| -70% | -$9.13K | ﹤0.01% | 233 |
|
|
2017
Q3 | $11K | Sell |
128
-31,726
| -100% | -$2.73M | 0.01% | 169 |
|
|
2017
Q2 | $2.86M | Sell |
31,854
-175
| -0.5% | -$15.7K | 1.8% | 23 |
|
|
2017
Q1 | $2.82M | Buy |
32,029
+170
| +0.5% | +$15K | 1.79% | 22 |
|
|
2016
Q4 | $2.59M | Buy |
31,859
+31,146
| +4,368% | +$2.53M | 1.78% | 21 |
|
|
2016
Q3 | $57K | Sell |
713
-33
| -4% | -$2.64K | 0.05% | 87 |
|
|
2016
Q2 | $58K | Buy |
746
+671
| +895% | +$52.2K | 0.07% | 72 |
|
|
2016
Q1 | $6K | Sell |
75
-38,944
| -100% | -$3.12M | 0.01% | 146 |
|
|
2015
Q4 | $3.05M | Sell |
39,019
-1,186
| -3% | -$92.7K | 3.46% | 13 |
|
|
2015
Q3 | $2.99M | Sell |
40,205
-40,486
| -50% | -$3.01M | 4.36% | 7 |
|
|
2015
Q2 | $6.17M | Buy |
80,691
+11,806
| +17% | +$903K | 3.37% | 6 |
|
|
2015
Q1 | $5.19M | Sell |
68,885
-16,459
| -19% | -$1.24M | 3.02% | 9 |
|
|
2014
Q4 | $6.16M | Buy |
85,344
+83,145
| +3,781% | +$6M | 3.35% | 7 |
|
|
2014
Q3 | $147K | Buy |
2,199
+2,037
| +1,257% | +$136K | 0.09% | 60 |
|
|
2014
Q2 | $11K | Buy |
162
+1
| +0.6% | +$68 | 0.01% | 161 |
|
|
2014
Q1 | $10K | Buy |
+161
| New | +$10K | 0.01% | 175 |
|