Jamison Private Wealth Management’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 Q4	–	Sell	-71	Closed	-$14.2K	–	493
2024 Q3	$14.2K	Buy	71 +41	+137%	+$8.22K	﹤0.01%	328
2024 Q2	$5.47K	Hold	30	–	–	﹤0.01%	347
2024 Q1	$5.52K	Hold	30	–	–	﹤0.01%	353
2023 Q4	$5.37K	Hold	30	–	–	﹤0.01%	337
2023 Q3	$4.83K	Buy	+30	New	+$4.83K	﹤0.01%	326