Baystate Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $160K | Buy |
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|
2023
Q3 | $146K | Buy |
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|
2023
Q2 | $153K | Buy |
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|
2023
Q1 | $148K | Sell |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $124K | Buy |
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|
2022
Q2 | $133K | Buy |
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|
2022
Q1 | $158K | Buy |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | $17K | Buy |
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|
2021
Q1 | $16K | Buy |
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|
2020
Q4 | $15K | Buy |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q2 | $11K | Buy |
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|
2020
Q1 | $9K | Buy |
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|
2019
Q4 | $12K | Buy |
|