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Meredith Wealth Planning’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Meredith Wealth Planning’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,175
Closed -$624K – 65
2023
Q1 		$624K Hold
4,175
– – 0.5% 22
2022
Q4 		$539K Buy
+4,175
New +$539K 0.46% 23