KWB Wealth’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$305K	Sell	2,330 -1,259	-35%	-$165K	0.04%	120
2025 Q1	$473K	Buy	+3,589	New	+$473K	0.06%	99
2023 Q2	–	Sell	-3,024	Closed	-$297K	–	136
2023 Q1	$297K	Hold	3,024	–	–	0.05%	99
2022 Q4	$297K	Buy	+3,024	New	+$297K	0.06%	94