Peak Financial Advisors’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
2024 Q1	–	Sell	-3,917	Closed	-$700K	–	86
2023 Q4	$700K	Buy	+3,917	New	+$700K	0.47%	41
2022 Q1	–	Sell	-11,055	Closed	-$2.26M	–	114
2021 Q4	$2.26M	Buy	+11,055	New	+$2.26M	1.74%	22