RMR Wealth Builders’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

RMR Wealth Builders’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 Q2	$340K	Sell
2025 Q1	$333K	Sell
2024 Q4	$435K	Sell
2024 Q3	$394K	Buy
2024 Q2	$356K	Sell
2024 Q1	$616K	Buy
2023 Q4	$556K	Buy
2021 Q2	–	Sell
2021 Q1	$88K	Buy
2020 Q4	$28K	Sell
2020 Q3	$307K	Buy