Atticus Wealth Management’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 | $28.8K | Sell |
328
-9
| -3% | -$791 | 0.01% | 375 |
|
|
2025
Q1 | $28.9K | Buy |
337
+2
| +0.6% | +$172 | 0.01% | 285 |
|
|
2024
Q4 | $28.2K | Buy |
335
+2
| +0.6% | +$168 | 0.01% | 301 |
|
|
2024
Q3 | $32.1K | Buy |
333
+1
| +0.3% | +$96 | 0.01% | 285 |
|
|
2024
Q2 | $29.3K | Sell |
332
-427
| -56% | -$37.7K | 0.01% | 277 |
|
|
2024
Q1 | $70.5K | Sell |
759
-19
| -2% | -$1.76K | 0.02% | 207 |
|
|
2023
Q4 | $66.5K | Buy |
778
+1
| +0.1% | +$86 | 0.02% | 215 |
|
|
2023
Q3 | $61.1K | Sell |
777
-50
| -6% | -$3.93K | 0.02% | 223 |
|
|
2023
Q2 | $68.6K | Sell |
827
-706
| -46% | -$58.5K | 0.03% | 223 |
|
|
2023
Q1 | $124K | Sell |
1,533
-8,051
| -84% | -$649K | 0.05% | 156 |
|
|
2022
Q4 | $744K | Buy |
9,584
+1,997
| +26% | +$155K | 0.31% | 57 |
|
|
2022
Q3 | $558K | Hold |
7,587
| – | – | 0.27% | 54 |
|
|
2022
Q2 | $558K | Buy |
7,587
+747
| +11% | +$54.9K | 0.23% | 66 |
|
|
2022
Q1 | $603K | Buy |
6,840
+391
| +6% | +$34.5K | 0.22% | 70 |
|
|
2021
Q4 | $584K | Buy |
6,449
+511
| +9% | +$46.3K | 0.23% | 64 |
|
|
2021
Q3 | $469K | Sell |
5,938
-1,801
| -23% | -$142K | 0.21% | 61 |
|
|
2021
Q2 | $637K | Buy |
7,739
+1,444
| +23% | +$119K | 0.28% | 54 |
|
|
2021
Q1 | $496K | Buy |
6,295
+5,059
| +409% | +$399K | 0.24% | 60 |
|
|
2020
Q4 | $89K | Sell |
1,236
-206
| -14% | -$14.8K | 0.04% | 163 |
|
|
2020
Q3 | $92K | Sell |
1,442
-3,567
| -71% | -$228K | 0.05% | 143 |
|
|
2020
Q2 | $282K | Buy |
5,009
+3,261
| +187% | +$184K | 0.19% | 71 |
|
|
2020
Q1 | $79K | Buy |
+1,748
| New | +$79K | 0.06% | 134 |
|