AO
Advisor OS’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39,371
| Closed | -$3.18M | – | 306 |
|
|
2023
Q1 | $3.18M | Buy |
+39,371
| New | +$3.18M | 0.76% | 27 |
|
|
2021
Q3 | – | Sell |
-3,471
| Closed | -$285K | – | 232 |
|
|
2021
Q2 | $285K | Sell |
3,471
-42,148
| -92% | -$3.46M | 0.06% | 196 |
|
|
2021
Q1 | $3.6M | Buy |
+45,619
| New | +$3.6M | 0.82% | 24 |
|
|
2020
Q4 | – | Sell |
-57,827
| Closed | -$4.3M | – | 165 |
|
|
2020
Q3 | $4.3M | Buy |
+57,827
| New | +$4.3M | 1.8% | 15 |
|