GoalVest Advisory’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

GoalVest Advisory’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$120K	Sell
2025 Q2	$111K	Sell
2025 Q1	$105K	Hold
2024 Q4	$120K	Buy
2021 Q1	–	Sell
2020 Q4	$3K	Buy