Copia Wealth Management’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
2025
Q2
$652 Buy
+3
New +$652 ﹤0.01% 434
2025
Q1
Sell
-3
Closed -$673 480
2024
Q4
$673 Buy
+3
New +$673 ﹤0.01% 388