Kellett Wealth 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
2024 Q2	–	Sell	-3,027	Closed	-$557K	–	91
2024 Q1	$557K	Buy	3,027 +145	+5%	+$26.7K	0.39%	41
2023 Q4	$515K	Buy	+2,882	New	+$515K	0.38%	41