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Alaska Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Alaska Wealth Advisors’s Portfolio XLY Stock Details XLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-562
Closed -$100K – 142
2023
Q4 		$100K Hold
562
– – 0.02% 79
2023
Q3 		$90.5K Hold
562
– – 0.01% 75
2023
Q2 		$95.4K Hold
562
– – 0.02% 78
2023
Q1 		$84K Buy
+562
New +$84K 0.01% 72