Evergreen Private Wealth’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
Q1
Sell
-608
Closed -$136K 207
2024
Q4
$136K Buy
+608
New +$136K 0.06% 89