Alaethes Wealth’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
2022
Q2
Sell
-1,058
Closed -$196K 300
2022
Q1
$196K Buy
1,058
+41
+4% +$7.6K 0.12% 101
2021
Q4
$208K Sell
1,017
-93
-8% -$19K 0.13% 95
2021
Q3
$199K Buy
1,110
+87
+9% +$15.6K 0.14% 93
2021
Q2
$183K Buy
+1,023
New +$183K 0.14% 91