Fourth Dimension Wealth’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
$3.59M Buy
16,519
+2,240
+16% +$487K 1.52% 19
2025
Q1
$2.82M Buy
14,279
+1,428
+11% +$282K 1.36% 19
2024
Q4
$2.88M Buy
+12,851
New +$2.88M 1.5% 19