Independence Advisors’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
2020
Q3
$88K Sell
600
-24
-4% -$3.52K 0.02% 110
2020
Q2
$80K Sell
624
-29
-4% -$3.72K 0.02% 110
2020
Q1
$64K Buy
653
+36
+6% +$3.53K 0.02% 102
2019
Q4
$77K Buy
+617
New +$77K 0.02% 115