Beaird Harris Wealth Management’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
$7.17K Hold
33
﹤0.01% 399
2025
Q1
$6.52K Hold
33
﹤0.01% 368
2024
Q4
$7.4K Sell
33
-2,639
-99% -$592K ﹤0.01% 361
2024
Q3
$535K Buy
2,672
+2,639
+7,997% +$529K 0.05% 85
2024
Q2
$6.02K Buy
+33
New +$6.02K ﹤0.01% 430