Synergy Investment 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	–	Sell	-293	Closed	-$57.9K	–	583
2025 Q1	$57.9K	Sell	293 -101	-26%	-$20K	0.02%	217
2024 Q4	$88.3K	Buy	+394	New	+$88.3K	0.04%	182