National Wealth Management 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 Q4	–	Sell	-1,763	Closed	-$284K	–	161
2023 Q3	$284K	Buy	+1,763	New	+$284K	0.31%	100
2022 Q2	–	Sell	-1,579	Closed	-$292K	–	141
2022 Q1	$292K	Sell	1,579 -1,790	-53%	-$331K	0.28%	80
2021 Q4	$689K	Buy	+3,369	New	+$689K	0.65%	53