Foundation Wealth Management (Missouri)’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
2024
Q3
Sell
-1,369
Closed -$250K 48
2024
Q2
$250K Buy
+1,369
New +$250K 0.2% 37