Legacy Capital Wealth Partners’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
2025
Q2
$344K Buy
3,917
+158
+4% +$13.9K 0.08% 282
2025
Q1
$323K Buy
3,759
+111
+3% +$9.54K 0.08% 266
2024
Q4
$307K Sell
3,648
-1,762
-33% -$148K 0.08% 267
2024
Q3
$521K Buy
5,410
+2,256
+72% +$217K 0.1% 191
2024
Q2
$279K Buy
+3,154
New +$279K 0.07% 250