Curi 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
2022
Q1
Sell
-88
Closed -$17K 679
2021
Q4
$17K Buy
+88
New +$17K ﹤0.01% 268
2021
Q1
Sell
-281
Closed -$45K 508
2020
Q4
$45K Buy
+281
New +$45K 0.03% 157