Horizon Family Wealth’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
2023 Q3	–	Sell	-2,770	Closed	-$230K	–	67
2023 Q2	$230K	Buy	2,770 +43	+2%	+$3.56K	0.22%	60
2023 Q1	$220K	Buy	2,727 +26	+1%	+$2.1K	0.23%	54
2022 Q4	$210K	Buy	+2,701	New	+$210K	0.24%	55