GoalVest Advisory’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	$111K	Sell	511 -22	-4%	-$4.78K	0.03%	162
2025 Q1	$105K	Hold	533	–	–	0.03%	147
2024 Q4	$120K	Buy	+533	New	+$120K	0.03%	139
2021 Q1	–	Sell	-17	Closed	-$3K	–	252
2020 Q4	$3K	Buy	+17	New	+$3K	﹤0.01%	188