EverSource Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

EverSource Wealth Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Sell
2025 Q1	$318K	Buy
2024 Q4	$281K	Buy
2024 Q3	$119K	Hold
2024 Q2	$111K	Buy
2024 Q1	$17.7K	Buy
2023 Q2	–	Sell
2023 Q1	$12.7K	Sell
2022 Q4	$11.8K	Buy
2022 Q1	–	Sell
2021 Q4	$2K	Buy