Advocacy Wealth Management Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-254
Closed -$9K 138
2022
Q3
$9K Sell
254
-66
-21% -$2.48K ﹤0.01% 100
2022
Q2
$12K Sell
320
-600
-65% -$25.1K ﹤0.01% 96
2022
Q1
$41K Sell
920
-214,032
-100% -$9.13M 0.01% 54
2021
Q4
$9.74M Buy
214,952
+11,672
+6% +$504K 1.63% 11
2021
Q3
$8.04M Buy
203,280
+12,120
+6% +$504K 1.45% 12
2021
Q2
$7.87M Buy
191,160
+87,224
+84% +$3.67M 1.46% 12
2021
Q1
$4.13M Buy
103,936
+103,682
+40,820% +$3.91M 0.83% 21
2020
Q4
$9K Hold
254
﹤0.01% 119
2020
Q3
$8K Hold
254
﹤0.01% 118
2020
Q2
$7K Buy
+254
New +$6.68K ﹤0.01% 116
2016
Q2
Sell
-3,000
Closed -$67K 467
2016
Q1
$67K Hold
3,000
0.05% 160
2015
Q4
$65K Buy
+3,000
New +$66.6K 0.07% 145

Other funds holding XLB