Intrepid Financial Planning Group’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
2023
Q1
Sell
-17,000
Closed -$2.2M 124
2022
Q4
$2.2M Sell
17,000
-3,481
-17% -$450K 1.19% 23
2022
Q3
$2.92M Sell
20,481
-1,124
-5% -$160K 1.66% 16
2022
Q2
$2.97M Buy
+21,605
New +$2.97M 1.63% 16