Two West Capital Advisors’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	-1,428	Closed	-$271K	–	95
2025 Q1	$271K	Buy	1,428 +57	+4%	+$10.8K	0.23%	58
2024 Q4	$308K	Buy	+1,371	New	+$308K	0.26%	53