BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $207K | Sell |
|
|||||
|
2023
Q1 | $213K | Sell |
|
|||||
|
2022
Q4 | $212K | Buy |
|
|||||
|
2022
Q3 | $170K | Hold |
|
|||||
|
2022
Q2 | $184K | Hold |
|
|||||
|
2022
Q1 | $220K | Hold |
|
|||||
|
2021
Q4 | $227K | Hold |
|
|||||
|
2021
Q3 | $198K | Hold |
|
|||||
|
2021
Q2 | $206K | Hold |
|
|||||
|
2021
Q1 | $197K | Hold |
|
|||||
|
2020
Q4 | $181K | Hold |
|
|||||
|
2020
Q3 | $159K | Hold |
|
|||||
|
2020
Q2 | $141K | Hold |
|
|||||
|
2020
Q1 | $113K | Hold |
|
|||||
|
2019
Q4 | $154K | Hold |
|
|||||
|
2019
Q3 | $146K | Hold |
|
|||||
|
2019
Q2 | $146K | Hold |
|
|||||
|
2019
Q1 | $139K | Hold |
|
|||||
|
2018
Q4 | $126K | Hold |
|
|||||
|
2018
Q3 | $145K | Hold |
|
|||||
|
2018
Q2 | $145K | Buy |
|