Tempus Wealth Planning’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$573K Sell
2025
Q1
$549K Hold
2024
Q4
$623K Hold
2024
Q3
$557K Hold
2024
Q2
$507K Buy
2024
Q1
$494K Buy
2023
Q4
$477K Sell
2023
Q3
$443K Hold
2023
Q2
$467K Hold
2023
Q1
$411K Hold
2022
Q4
$355K Sell
2022
Q3
$404K Sell
2022
Q2
$410K Hold
2022
Q1
$551K Sell
2021
Q4
$935K Hold
2021
Q3
$821K Hold
2021
Q2
$817K Buy