L.M. Kohn & Company’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

L.M. Kohn & Company’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 Q2	$488K	Sell
2025 Q1	$468K	Sell
2024 Q4	$533K	Hold
2024 Q3	$476K	Hold
2024 Q2	$433K	Buy
2024 Q1	$336K	Hold
2023 Q4	$326K	Hold
2023 Q3	$294K	Hold
2023 Q2	$310K	Buy