Waterway 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
2024
Q4
Sell
-2,400
Closed -$231K 79
2024
Q3
$231K Hold
2,400
0.1% 67
2024
Q2
$212K Hold
2,400
0.1% 59
2024
Q1
$223K Buy
+2,400
New +$223K 0.1% 66