Elwood & Goetz Wealth Advisory Group’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
2023
Q1
Sell
-15,502
Closed -$2M 68
2022
Q4
$2M Sell
15,502
-1,818
-10% -$235K 0.61% 24
2022
Q3
$2.47M Buy
17,320
+539
+3% +$76.8K 0.83% 24
2022
Q2
$2.31M Buy
16,781
+5,411
+48% +$744K 0.77% 23
2022
Q1
$2.1M Buy
+11,370
New +$2.1M 0.65% 20