World Equity Group’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 |
-20,144
| Closed | -$4.52M | – | 389 |
|
|
2024
Q4 | $4.52M | Buy |
+20,144
| New | +$4.52M | 0.97% | 19 |
|
|
2024
Q1 | – | Sell |
-1,121
| Closed | -$200K | – | 371 |
|
|
2023
Q4 | $200K | Buy |
+1,121
| New | +$200K | 0.04% | 317 |
|
|
2023
Q3 | – | Sell |
-1,476
| Closed | -$251K | – | 383 |
|
|
2023
Q2 | $251K | Sell |
1,476
-9,351
| -86% | -$1.59M | 0.07% | 263 |
|
|
2023
Q1 | $666K | Buy |
+10,827
| New | +$666K | 0.1% | 221 |
|
|
2022
Q4 | – | Sell |
-1,925
| Closed | -$274K | – | 346 |
|
|
2022
Q3 | $274K | Buy |
+1,925
| New | +$274K | 0.07% | 258 |
|
|
2022
Q2 | – | Sell |
-10,876
| Closed | -$2.01M | – | 405 |
|
|
2022
Q1 | $2.01M | Buy |
+10,876
| New | +$2.01M | 0.43% | 59 |
|