AWM
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Able Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Able Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-60
Closed -$10.8K – 587
2023
Q4 		$10.8K Buy
+60
New +$10.8K 0.01% 270