Castle Rock 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	$210K	Buy	+936	New	+$210K	0.05%	239
2025 Q1	–	Sell	-959	Closed	-$218K	–	238
2024 Q4	$218K	Buy	+959	New	+$218K	0.05%	222