Waterway Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Waterway Wealth Management’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 Q2	–	Sell
2025 Q1	$300K	Sell
2024 Q4	$1.48M	Sell
2024 Q3	$1.32M	Sell
2024 Q2	$1.53M	Sell
2024 Q1	$1.66M	Buy
2023 Q4	$1.56M	Buy