Eschler Asset 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
2023
Q4
Sell
-2,462
Closed -$396K 107
2023
Q3
$396K Sell
2,462
-1,258
-34% -$203K 0.46% 49
2023
Q2
$548K Hold
3,720
0.78% 26
2023
Q1
$556K Buy
+3,720
New +$556K 0.44% 32