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Polaris Wealth Advisory Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Polaris Wealth Advisory Group’s Portfolio XLY Stock Details XLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-47,979
Closed -$8.62M – 205
2021
Q2 		$8.62M Buy
+47,979
New +$8.62M 0.51% 60