Safeguard Financial’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
2023 Q3	–	Sell	-947	Closed	-$78K	–	566
2023 Q2	$78K	Sell	947 -1,861	-66%	-$153K	0.04%	116
2023 Q1	$227K	Buy	+2,808	New	+$227K	0.14%	61
2022 Q2	–	Sell	-2,651	Closed	-$234K	–	54
2022 Q1	$234K	Buy	+2,651	New	+$234K	0.35%	44