Kellett Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,223	Closed	-$322K	–	90
2024 Q1	$322K	Buy	4,223 +154	+4%	+$11.8K	0.22%	59
2023 Q4	$293K	Buy	+4,069	New	+$293K	0.22%	61