Pines 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
2025
Q2
$1.35M Buy
6,094
+122
+2% +$27K 0.48% 47
2025
Q1
$1.05M Buy
5,972
+497
+9% +$87.6K 0.49% 52
2024
Q4
$1.21M Buy
+5,475
New +$1.21M 0.53% 47