WT Wealth Management’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 | $647K | Sell |
2,976
-635
| -18% | -$138K | 0.19% | 83 |
|
|
2025
Q1 | $713K | Sell |
3,611
-235
| -6% | -$46.4K | 0.23% | 71 |
|
|
2024
Q4 | $863K | Sell |
3,846
-110
| -3% | -$24.7K | 0.27% | 72 |
|
|
2024
Q3 | $789K | Buy |
3,956
+3
| +0.1% | +$599 | 0.25% | 72 |
|
|
2024
Q2 | $721K | Buy |
3,953
+76
| +2% | +$13.9K | 0.25% | 75 |
|
|
2024
Q1 | $713K | Sell |
3,877
-14
| -0.4% | -$2.57K | 0.25% | 76 |
|
|
2023
Q4 | $696K | Buy |
3,891
+1,178
| +43% | +$211K | 0.27% | 72 |
|
|
2023
Q3 | $437K | Sell |
2,713
-96
| -3% | -$15.5K | 0.19% | 82 |
|
|
2023
Q2 | $477K | Buy |
+2,809
| New | +$477K | 0.2% | 84 |
|