NWM
XLY icon

Navigation Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-366
Closed -$68K 58
2022
Q1
$68K Hold
366
0.64% 5
2021
Q4
$74K Hold
366
0.07% 13
2021
Q3
$66K Hold
366
0.43% 9
2021
Q2
$65K Buy
+366
New +$65K 0.06% 12