Capital Advisors Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,856
Closed -$428K 130
2022
Q1
$428K Sell
4,856
-150
-3% -$13.2K 0.13% 79
2021
Q4
$454K Buy
+5,006
New +$454K 0.14% 73