WR Wealth Planners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $134K | Sell |
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|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $115K | Hold |
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|
2024
Q1 | $115K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $113K | Buy |
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|
2023
Q1 | $19.4K | Buy |
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|
2022
Q4 | $2.2K | Hold |
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|
2022
Q3 | $2.42K | Hold |
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|
2022
Q2 | $2.34K | Hold |
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|
2022
Q1 | $3.15K | Buy |
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