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KWB Wealth’s Materials Select Sector SPDR Fund XLB Stock Holding History

KWB Wealth’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,714
Closed -$358K – 154
2024
Q4 		$358K Sell
3,714
-952
-20% -$91.7K 0.04% 105
2024
Q3 		$412K Buy
+4,666
New +$412K 0.05% 92