WP Advisors’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 | $264K | Buy |
+1,216
| New | +$264K | 0.07% | 99 |
|
|
2025
Q1 | – | Sell |
-1,038
| Closed | -$233K | – | 115 |
|
|
2024
Q4 | $233K | Buy |
1,038
+2
| +0.2% | +$449 | 0.08% | 97 |
|
|
2024
Q3 | $208K | Buy |
+1,036
| New | +$208K | 0.08% | 95 |
|
|
2019
Q2 | – | Sell |
-812
| Closed | -$924 | – | 167 |
|
|
2019
Q1 | $924 | Buy |
+812
| New | +$924 | 0.1% | 92 |
|
|
2018
Q4 | – | Sell |
-806
| Closed | -$94K | – | 243 |
|
|
2018
Q3 | $94K | Buy |
806
+2
| +0.2% | +$233 | 0.09% | 100 |
|
|
2018
Q2 | $88K | Buy |
+804
| New | +$88K | 0.08% | 96 |
|