Lee Johnson Capital 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
2022 Q3	–	Sell	-5,601	Closed	-$770K	–	39
2022 Q2	$770K	Sell	5,601 -299	-5%	-$41.1K	0.92%	23
2022 Q1	$1.09M	Buy	5,900 +452	+8%	+$83.7K	0.97%	35
2021 Q4	$1.11M	Buy	+5,448	New	+$1.11M	0.91%	44