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

Triad Wealth Partners’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-39
Closed -$7.11K – 970
2024
Q2 		$7.11K Buy
+39
New +$7.11K ﹤0.01% 500