Sharkey, Howes & Javer’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Sharkey, Howes & Javer’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	$391K	Hold
2025 Q2	$354K	Hold
2025 Q1	$322K	Hold
2024 Q4	$366K	Buy
2024 Q3	$301K	Buy
2018 Q2	–	Sell
2018 Q1	$10K	Hold
2017 Q4	$11K	Hold
2017 Q3	$10K	Buy