Accel 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 | $207K | Buy |
2,356
+13
| +0.6% | +$1.14K | 0.07% | 247 |
|
|
2025
Q1 | $201K | Sell |
2,343
-63
| -3% | -$5.42K | 0.07% | 242 |
|
|
2024
Q4 | $202K | Buy |
2,406
+8
| +0.3% | +$673 | 0.08% | 234 |
|
|
2024
Q3 | $231K | Sell |
2,398
-207
| -8% | -$20K | 0.09% | 216 |
|
|
2024
Q2 | $230K | Buy |
2,605
+9
| +0.3% | +$795 | 0.09% | 203 |
|
|
2024
Q1 | $241K | Buy |
2,596
+6
| +0.2% | +$557 | 0.1% | 185 |
|
|
2023
Q4 | $222K | Sell |
2,590
-200
| -7% | -$17.1K | 0.11% | 171 |
|
|
2023
Q3 | $219K | Sell |
2,790
-390
| -12% | -$30.6K | 0.12% | 152 |
|
|
2023
Q2 | $264K | Sell |
3,180
-80
| -2% | -$6.63K | 0.15% | 137 |
|
|
2023
Q1 | $263K | Sell |
3,260
-201
| -6% | -$16.2K | 0.11% | 174 |
|
|
2022
Q4 | $269K | Buy |
3,461
+14
| +0.4% | +$1.09K | 0.13% | 128 |
|
|
2022
Q3 | $251K | Buy |
3,447
+13
| +0.4% | +$947 | 0.13% | 141 |
|
|
2022
Q2 | $247K | Buy |
3,434
+16
| +0.5% | +$1.15K | 0.14% | 129 |
|
|
2022
Q1 | $304K | Buy |
3,418
+9
| +0.3% | +$800 | 0.16% | 113 |
|
|
2021
Q4 | $309K | Buy |
3,409
+11
| +0.3% | +$997 | 0.15% | 114 |
|
|
2021
Q3 | $269K | Sell |
3,398
-90
| -3% | -$7.13K | 0.17% | 104 |
|
|
2021
Q2 | $287K | Buy |
3,488
+261
| +8% | +$21.5K | 0.19% | 105 |
|
|
2021
Q1 | $254K | Buy |
3,227
+607
| +23% | +$47.8K | 0.21% | 101 |
|
|
2020
Q4 | $190K | Buy |
+2,620
| New | +$190K | 0.18% | 126 |
|