One Charles Private Wealth Services’s Materials Select Sector SPDR Fund XLB Stock Holding History

One Charles Private Wealth Services’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$322K	Buy
2025 Q1	$286K	Buy
2024 Q4	$270K	Buy
2024 Q3	$233K	Sell
2024 Q2	$215K	Sell
2024 Q1	$234K	Buy
2023 Q4	$207K	Buy