Capstone Wealth Management Group (Oregon)’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	$654K	Sell	3,008 -231	-7%	-$50.2K	0.48%	51
2025 Q1	$640K	Sell	3,239 -280	-8%	-$55.3K	0.51%	47
2024 Q4	$789K	Buy	+3,519	New	+$789K	0.6%	45