AWM
Arista Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Buy |
9,461
+5,800
| +158% | +$509K | 0.11% | 102 |
|
|
2025
Q1 | $315K | Hold |
3,661
| – | – | 0.08% | 51 |
|
|
2024
Q4 | $308K | Hold |
3,661
| – | – | 0.07% | 49 |
|
|
2024
Q3 | $353K | Hold |
3,661
| – | – | 0.08% | 49 |
|
|
2024
Q2 | $323K | Buy |
+3,661
| New | +$323K | 0.09% | 51 |
|
|
2024
Q1 | – | Sell |
-3,661
| Closed | -$313K | – | 55 |
|
|
2023
Q4 | $313K | Hold |
3,661
| – | – | 0.11% | 42 |
|
|
2023
Q3 | $288K | Hold |
3,661
| – | – | 0.11% | 45 |
|
|
2023
Q2 | $303K | Hold |
3,661
| – | – | 0.13% | 47 |
|
|
2023
Q1 | $295K | Hold |
3,661
| – | – | 0.16% | 48 |
|
|
2022
Q4 | $284K | Buy |
+3,661
| New | +$284K | 0.18% | 52 |
|