Truepoint Inc’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
Q1
Sell
-2,226
Closed -$288K 165
2022
Q4
$288K Hold
2,226
0.01% 128
2022
Q3
$317K Buy
+2,226
New +$317K 0.02% 119