Novak Financial Planning’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
2021
Q2
$227K Sell
1,273
-68
-5% -$12.1K 0.11% 115
2021
Q1
$225K Sell
1,341
-24
-2% -$4.03K 0.12% 110
2020
Q4
$219K Buy
+1,365
New +$219K 0.13% 106