Confluence Wealth Services’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Confluence Wealth Services’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Buy
2025 Q1	–	Sell
2024 Q4	$246K	Sell
2024 Q3	$240K	Sell
2024 Q2	$331K	Buy
2024 Q1	$219K	Buy
2022 Q3	–	Sell
2022 Q2	$224K	Sell
2022 Q1	$281K	Sell
2021 Q4	$320K	Buy