Pinnacle Private Wealth’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
2022
Q2
$990K Sell
7,199
-769
-10% -$106K 0.39% 70
2022
Q1
$1.47M Buy
7,968
+280
+4% +$51.8K 0.46% 49
2021
Q4
$1.57M Buy
+7,688
New +$1.57M 0.49% 46