Precedent Wealth Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Precedent Wealth Partners’s Portfolio XLY Stock Details XLY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$217K	Buy
2025 Q2	–	Sell
2025 Q1	$357K	Hold
2024 Q4	$406K	Hold
2024 Q3	$362K	Hold
2024 Q2	$330K	Hold
2024 Q1	$333K	Hold
2023 Q4	$323K	Buy