Harvest Investment Services’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
$579K Buy
2,663
+96
+4% +$20.9K 0.13% 179
2025
Q1
$507K Buy
+2,567
New +$507K 0.14% 153
2020
Q4
Sell
-4,683
Closed -$688K 254
2020
Q3
$688K Buy
4,683
+1,538
+49% +$226K 0.39% 65
2020
Q2
$401K Buy
+3,145
New +$401K 0.24% 107