Atria Wealth Solutions’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 | $605K | Sell |
6,875
-4,048
| -37% | -$356K | 0.01% | 829 |
|
|
2025
Q1 | $939K | Buy |
10,923
+4,247
| +64% | +$365K | 0.01% | 909 |
|
|
2024
Q4 | $562K | Sell |
6,676
-12,055
| -64% | -$1.01M | 0.01% | 1200 |
|
|
2024
Q3 | $1.81M | Buy |
18,731
+8,197
| +78% | +$790K | 0.02% | 676 |
|
|
2024
Q2 | $930K | Sell |
10,534
-4,073
| -28% | -$360K | 0.01% | 918 |
|
|
2024
Q1 | $1.36M | Sell |
14,607
-1,575
| -10% | -$146K | 0.02% | 775 |
|
|
2023
Q4 | $1.38M | Buy |
16,182
+2,473
| +18% | +$212K | 0.02% | 736 |
|
|
2023
Q3 | $1.08M | Sell |
13,709
-3,358
| -20% | -$264K | 0.02% | 773 |
|
|
2023
Q2 | $1.41M | Sell |
17,067
-2,500
| -13% | -$207K | 0.02% | 701 |
|
|
2023
Q1 | $1.58M | Sell |
19,567
-5,295
| -21% | -$427K | 0.02% | 625 |
|
|
2022
Q4 | $1.93M | Buy |
24,862
+7,003
| +39% | +$544K | 0.03% | 528 |
|
|
2022
Q3 | $1.21M | Sell |
17,859
-2,576
| -13% | -$175K | 0.02% | 649 |
|
|
2022
Q2 | $1.5M | Buy |
20,435
+3,058
| +18% | +$225K | 0.03% | 526 |
|
|
2022
Q1 | $1.53M | Buy |
+17,377
| New | +$1.53M | 0.03% | 567 |
|