Provenance Wealth 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
2025
Q2
$35.9K Hold
165
0.01% 231
2025
Q1
$32.6K Hold
165
﹤0.01% 248
2024
Q4
$37K Hold
165
﹤0.01% 236
2024
Q3
$33.1K Hold
165
﹤0.01% 257
2024
Q2
$30.1K Hold
165
﹤0.01% 237
2024
Q1
$30.3K Hold
165
﹤0.01% 249
2023
Q4
$29.5K Buy
+165
New +$29.5K ﹤0.01% 239