WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $134K | Sell |
596
-32
| -5% | -$7.18K | 0.04% | 198 |
|
|
2024
Q3 | $126K | Hold |
628
| – | – | 0.04% | 240 |
|
|
2024
Q2 | $115K | Hold |
628
| – | – | 0.03% | 228 |
|
|
2024
Q1 | $115K | Buy |
+628
| New | +$115K | 0.04% | 236 |
|
|
2023
Q4 | – | Sell |
-667
| Closed | -$107K | – | 881 |
|
|
2023
Q3 | $107K | Hold |
667
| – | – | 0.04% | 224 |
|
|
2023
Q2 | $113K | Buy |
667
+537
| +413% | +$91.2K | 0.04% | 230 |
|
|
2023
Q1 | $19.4K | Buy |
130
+113
| +665% | +$16.9K | 0.01% | 437 |
|
|
2022
Q4 | $2.2K | Hold |
17
| – | – | ﹤0.01% | 388 |
|
|
2022
Q3 | $2.42K | Hold |
17
| – | – | ﹤0.01% | 375 |
|
|
2022
Q2 | $2.34K | Hold |
17
| – | – | ﹤0.01% | 407 |
|
|
2022
Q1 | $3.15K | Buy |
+17
| New | +$3.15K | ﹤0.01% | 397 |
|