WMS Partners’s Materials Select Sector SPDR Fund XLB Stock Holding History

WMS Partners’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$456K	Sell
2024 Q3	$523K	Buy
2024 Q2	$468K	Hold
2024 Q1	$492K	Hold
2023 Q4	$453K	Buy
2021 Q4	–	Sell
2021 Q3	$451K	Buy