Synergy Investment Management’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	–	Sell	-814	Closed	-$70K	–	577
2025 Q1	$70K	Buy	814 +1	+0.1%	+$86	0.03%	203
2024 Q4	$68.4K	Buy	+813	New	+$68.4K	0.03%	210