Focused Wealth 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
2024
Q1
Sell
-4
Closed -$715 946
2023
Q4
$715 Hold
4
﹤0.01% 854
2023
Q3
$644 Hold
4
﹤0.01% 857
2023
Q2
$679 Hold
4
﹤0.01% 877
2023
Q1
$598 Buy
+4
New +$598 ﹤0.01% 888