EverSource Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.3K	Hold	1,007	–	–	﹤0.01%	1877
2025 Q4	$45.7K	Sell	1,007 -57	-5%	-$2.52K	﹤0.01%	1799
2025 Q3	$47.7K	Buy	1,064 +82	+8%	+$3.71K	﹤0.01%	1748
2025 Q2	$43.1K	Sell	982 -140	-12%	-$5.93K	﹤0.01%	1716
2025 Q1	$48.2K	Buy	1,122 +990	+750%	+$43.3K	﹤0.01%	1261
2024 Q4	$5.55K	Buy	+132	New	+$6.11K	﹤0.01%	2295
2024 Q2	–	Sell	-1,200	Closed	-$53.2K	–	3155
2024 Q1	$53.2K	Sell	1,200 -200	-14%	-$8.6K	﹤0.01%	961
2023 Q4	$59.9K	Hold	1,400	–	–	0.01%	827
2023 Q3	$55K	Hold	1,400	–	–	0.01%	770
2023 Q2	$58K	Hold	1,400	–	–	0.01%	779
2023 Q1	$56.5K	Sell	1,400 -26	-2%	-$1.05K	0.01%	748
2022 Q4	$55.4K	Buy	+1,426	New	+$54.8K	0.01%	726
2022 Q2	–	Sell	-392	Closed	-$17K	–	1910
2022 Q1	$17K	Sell	392 -272	-41%	-$11.6K	﹤0.01%	774
2021 Q4	$30K	Buy	+664	New	+$28.7K	0.01%	537