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Forza Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Forza Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,671
Closed -$752K – 189
2023
Q3 		$752K Hold
4,671
– – 0.39% 79
2023
Q2 		$793K Hold
4,671
– – 0.4% 81
2023
Q1 		$699K Buy
+4,671
New +$699K 0.36% 87