Moulton Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Moulton Wealth Management’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 Q3	$973K	Buy
2025 Q2	$883K	Buy
2025 Q1	–	Sell
2024 Q4	$2.39M	Buy
2024 Q3	$1.01M	Buy
2022 Q1	–	Sell
2021 Q4	$2.44M	Buy