TPB 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
2022
Q2
Sell
-2,013
Closed -$379K 53
2022
Q1
$379K Sell
2,013
-21,538
-91% -$4.06M 0.14% 36
2021
Q4
$4.79M Buy
+23,551
New +$4.79M 2.33% 11