Jessup 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
Q2
Sell
-38,322
Closed -$7.05M 69
2024
Q1
$7.05M Buy
38,322
+2,344
+7% +$431K 3.02% 14
2023
Q4
$6.43M Buy
+35,978
New +$6.43M 3.21% 13