Lakeshore Financial Planning’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
Q1
Sell
-919
Closed -$206K 84
2024
Q4
$206K Buy
+919
New +$206K 0.09% 74