B.O.S.S. Retirement Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,616
| Closed | -$252K | – | 297 |
|
|
2024
Q3 | $252K | Buy |
+2,616
| New | +$252K | 0.05% | 188 |
|
|
2024
Q2 | – | Sell |
-2,778
| Closed | -$238K | – | 173 |
|
|
2024
Q1 | $238K | Sell |
2,778
-40
| -1% | -$3.42K | 0.09% | 115 |
|
|
2023
Q4 | $241K | Buy |
2,818
+176
| +7% | +$15.1K | 0.05% | 224 |
|
|
2023
Q3 | $208K | Buy |
+2,642
| New | +$208K | 0.04% | 230 |
|
|
2023
Q2 | – | Sell |
-3,684
| Closed | -$297K | – | 275 |
|
|
2023
Q1 | $297K | Sell |
3,684
-1,395
| -27% | -$113K | 0.07% | 193 |
|
|
2022
Q4 | $395K | Buy |
+5,079
| New | +$395K | 0.1% | 175 |
|