SYM Financial Corp’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-60	Closed	-$2.72K	–	466
2025 Q4	$2.72K	Sell	60 -208	-78%	-$9.19K	﹤0.01%	409
2025 Q3	$12K	Hold	268	–	–	﹤0.01%	394
2025 Q2	$11.8K	Hold	268	–	–	﹤0.01%	398
2025 Q1	$11.5K	Sell	268 -148	-36%	-$6.47K	﹤0.01%	336
2024 Q4	$17.5K	Buy	416 +194	+87%	+$8.98K	﹤0.01%	306
2024 Q3	$10.7K	Hold	222	–	–	﹤0.01%	252
2024 Q2	$9.8K	Hold	222	–	–	﹤0.01%	241
2024 Q1	$10.3K	Hold	222	–	–	﹤0.01%	153
2023 Q4	$9.49K	Hold	222	–	–	﹤0.01%	167
2023 Q3	$8.72K	Hold	222	–	–	﹤0.01%	161
2023 Q2	$9.2K	Hold	222	–	–	﹤0.01%	101
2023 Q1	$8.95K	Hold	222	–	–	﹤0.01%	93
2022 Q4	$8.62K	Hold	222	–	–	﹤0.01%	107
2022 Q3	$8K	Hold	222	–	–	﹤0.01%	91
2022 Q2	$8K	Hold	222	–	–	﹤0.01%	100
2022 Q1	$10K	Sell	222 -692	-76%	-$29.5K	﹤0.01%	101
2021 Q4	$41K	Hold	914	–	–	0.02%	83
2021 Q3	$36K	Hold	914	–	–	0.02%	88
2021 Q2	$38K	Buy	914 +692	+312%	+$29.2K	0.02%	74
2021 Q1	$9K	Buy	+222	New	+$8.38K	0.01%	74