TruWealth Advisors’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
2022
Q1
Sell
-4,598
Closed -$417K 135
2021
Q4
$417K Buy
4,598
+83
+2% +$7.53K 0.04% 83
2021
Q3
$357K Buy
4,515
+171
+4% +$13.5K 0.04% 87
2021
Q2
$358K Buy
+4,344
New +$358K 0.04% 83