WP
WMS Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,201
| Closed | -$494K | – | 291 |
|
|
2024
Q4 | $494K | Sell |
2,201
-65
| -3% | -$14.6K | 0.03% | 189 |
|
|
2024
Q3 | $454K | Buy |
+2,266
| New | +$454K | 0.03% | 190 |
|
|
2022
Q1 | – | Sell |
-991
| Closed | -$203K | – | 302 |
|
|
2021
Q4 | $203K | Buy |
+991
| New | +$203K | 0.04% | 201 |
|
|
2019
Q3 | – | Sell |
-2,563
| Closed | -$306K | – | 234 |
|
|
2019
Q2 | $306K | Buy |
+2,563
| New | +$306K | 0.08% | 159 |
|