Stonehaven Wealth & Tax Solutions’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	$226K	Sell	1,039 -2	-0.2%	-$435	0.22%	70
2025 Q1	$206K	Sell	1,041 -129	-11%	-$25.5K	0.22%	66
2024 Q4	$262K	Buy	+1,170	New	+$262K	0.29%	69