Perennial Investment Advisors’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 Q2	$1.32M	Sell	6,071 -1,259	-17%	-$274K	0.13%	149
2025 Q1	$1.45M	Buy	7,330 +2,418	+49%	+$478K	0.16%	114
2024 Q4	$1.1M	Buy	4,912 +160	+3%	+$35.9K	0.13%	133
2024 Q3	$952K	Buy	4,752 +1,722	+57%	+$345K	0.12%	147
2024 Q2	$553K	Buy	+3,030	New	+$553K	0.08%	187