CWM
Congress Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
14,759
+11,889
| +414% | +$1.04M | 0.01% | 645 |
|
|
2025
Q1 | $247K | Sell |
2,870
-293,752
| -99% | -$25.3M | ﹤0.01% | 983 |
|
|
2024
Q4 | $25M | Buy |
+296,622
| New | +$25M | 0.34% | 73 |
|
|
2022
Q4 | – | Sell |
-4,420
| Closed | -$300K | – | 588 |
|
|
2022
Q3 | $300K | Sell |
4,420
-353,838
| -99% | -$24M | 0.01% | 472 |
|
|
2022
Q2 | $26.4M | Sell |
358,258
-2,588
| -0.7% | -$190K | 0.67% | 31 |
|
|
2022
Q1 | $31.8M | Sell |
360,846
-14,135
| -4% | -$1.25M | 0.7% | 28 |
|
|
2021
Q4 | $34M | Buy |
+374,981
| New | +$34M | 0.68% | 31 |
|