WealthGarden F.S.’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	$503K	Sell	2,274 -1,802	-44%	-$399K	0.42%	76
2025 Q1	$805K	Sell	4,076 -171	-4%	-$33.8K	0.77%	45
2024 Q4	$953K	Buy	4,247 +278	+7%	+$62.4K	0.89%	35
2024 Q3	$795K	Sell	3,969 -73	-2%	-$14.6K	0.77%	41
2024 Q2	$737K	Buy	+4,042	New	+$737K	0.78%	42