Surience 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
2023 Q2	–	Sell	-74,996	Closed	-$11.2M	–	34
2023 Q1	$11.2M	Buy	+74,996	New	+$11.2M	16.52%	1
2022 Q1	–	Sell	-74,716	Closed	-$15.3M	–	30
2021 Q4	$15.3M	Buy	+74,716	New	+$15.3M	12.45%	2