Montz Harcus 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
2022 Q2	–	Sell	-3,466	Closed	-$641K	–	55
2022 Q1	$641K	Buy	3,466 +5	+0.1%	+$925	0.58%	24
2021 Q4	$708K	Buy	+3,461	New	+$708K	0.62%	23