Lodestone 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 Q3	–	Sell	-1,485	Closed	-$271K	–	156
2024 Q2	$271K	Buy	1,485 +97	+7%	+$17.7K	0.14%	128
2024 Q1	$255K	Buy	1,388 +48	+4%	+$8.83K	0.13%	134
2023 Q4	$240K	Buy	1,340 +74	+6%	+$13.2K	0.14%	133
2023 Q3	$204K	Buy	+1,266	New	+$204K	0.14%	126