Bedell Frazier Investment Counselling’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
$1.76M Sell
20,099
-631
-3% -$55.4K 0.44% 52
2025
Q1
$1.78M Sell
20,730
-392
-2% -$33.7K 0.45% 49
2024
Q4
$1.78M Sell
21,122
-45
-0.2% -$3.79K 0.44% 50
2024
Q3
$2.04M Sell
21,167
-131
-0.6% -$12.6K 0.49% 45
2024
Q2
$1.88M Sell
21,298
-10
-0% -$883 0.45% 53
2024
Q1
$1.98M Buy
+21,308
New +$1.98M 0.49% 50