Axim Planning & Wealth’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
-698
Closed -$24K 164
2022
Q3
$24K Buy
698
+678
+3,390% +$25.5K 0.02% 77
2022
Q2
$1K Buy
+20
New +$837 ﹤0.01% 142

Other funds holding XLB

Axim Planning & Wealth's XLB Position: Q4 2022 in Review

Axim Planning & Wealth sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022, closing a stake of 698 shares — an estimated $24K sold.

Axim Planning & Wealth first reported a position in XLB in Q2 2022 and held it in 2 quarters. The position peaked at $24K in Q3 2022. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

  • Axim Planning & Wealth reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 698 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $24K.
  • Axim Planning & Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's State Street Materials Select Sector SPDR ETF position peaked at $24K in Q3 2022.
  • 749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.