Tyler-Stone Wealth 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
$330K Buy
3,759
+1,000
+36% +$87.8K 0.05% 253
2025
Q1
$237K Sell
2,759
-5
-0.2% -$430 0.04% 295
2024
Q4
$233K Buy
2,764
+1
+0% +$84 0.04% 292
2024
Q3
$266K Buy
2,763
+1,389
+101% +$134K 0.05% 271
2024
Q2
$121K Buy
1,374
+1
+0.1% +$88 0.05% 255
2024
Q1
$128K Buy
1,373
+1
+0.1% +$93 0.06% 244
2023
Q4
$117K Buy
1,372
+2
+0.1% +$171 0.06% 245
2023
Q3
$108K Buy
1,370
+1
+0.1% +$79 0.06% 245
2023
Q2
$113K Buy
+1,369
New +$113K 0.06% 238
2022
Q4
$109K Sell
1,403
-198
-12% -$15.4K 0.07% 224
2022
Q3
$109K Buy
1,601
+45
+3% +$3.06K 0.08% 212
2022
Q2
$115K Buy
1,556
+2
+0.1% +$148 0.08% 216
2022
Q1
$137K Sell
1,554
-19
-1% -$1.68K 0.08% 221
2021
Q4
$143K Buy
+1,573
New +$143K 0.08% 222