Kellett Wealth Advisors’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
-3,722
Closed -$328K 70
2022
Q1
$328K Buy
3,722
+413
+12% +$36.4K 0.26% 41
2021
Q4
$300K Buy
+3,309
New +$300K 0.23% 45