Paragon Private Wealth Management’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
2025
Q2
Sell
-1,381
Closed -$273K 201
2025
Q1
$273K Buy
+1,381
New +$273K 0.13% 157