Flywheel 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
Q2
$381K Sell
1,753
-345
-16% -$75K 0.31% 47
2025
Q1
$414K Sell
2,098
-132
-6% -$26.1K 0.38% 41
2024
Q4
$500K Buy
+2,230
New +$500K 0.46% 38