Appleton Partners’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 | $209K | Buy |
2,377
+38
| +2% | +$3.34K | 0.01% | 243 |
|
|
2025
Q1 | $201K | Sell |
2,339
-166
| -7% | -$14.3K | 0.02% | 241 |
|
|
2024
Q4 | $211K | Buy |
2,505
+143
| +6% | +$12K | 0.02% | 246 |
|
|
2024
Q3 | $228K | Sell |
2,362
-513
| -18% | -$49.5K | 0.02% | 247 |
|
|
2024
Q2 | $254K | Buy |
2,875
+231
| +9% | +$20.4K | 0.02% | 234 |
|
|
2024
Q1 | $246K | Sell |
2,644
-1,515
| -36% | -$141K | 0.02% | 250 |
|
|
2023
Q4 | $356K | Sell |
4,159
-645
| -13% | -$55.2K | 0.03% | 221 |
|
|
2023
Q3 | $377K | Sell |
4,804
-500
| -9% | -$39.2K | 0.03% | 217 |
|
|
2023
Q2 | $440K | Sell |
5,304
-6,033
| -53% | -$500K | 0.04% | 210 |
|
|
2023
Q1 | $914K | Buy |
11,337
+7,945
| +234% | +$641K | 0.08% | 159 |
|
|
2022
Q4 | $264K | Sell |
3,392
-60
| -2% | -$4.67K | 0.03% | 267 |
|
|
2022
Q3 | $235K | Sell |
3,452
-15
| -0.4% | -$1.02K | 0.02% | 267 |
|
|
2022
Q2 | $255K | Buy |
+3,467
| New | +$255K | 0.02% | 263 |
|