Legacy Capital Wealth Partners’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	-1,840	Closed	-$238K	–	258
2022 Q4	$238K	Sell	1,840 -30,384	-94%	-$3.92M	0.11%	54
2022 Q3	$4.59M	Buy	32,224 +4,793	+17%	+$683K	2.43%	17
2022 Q2	$3.77M	Buy	27,431 +138	+0.5%	+$19K	1.9%	23
2022 Q1	$5.05M	Buy	+27,293	New	+$5.05M	2.17%	20