Brady Family 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
2024
Q1
Sell
-2,796
Closed -$500K 120
2023
Q4
$500K Buy
+2,796
New +$500K 0.17% 82
2023
Q2
Sell
-4,479
Closed -$670K 118
2023
Q1
$670K Hold
4,479
0.26% 74
2022
Q4
$579K Buy
+4,479
New +$579K 0.24% 75