BKM Wealth Management’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 | $200K | Sell |
2,275
-5
| -0.2% | -$439 | 0.08% | 154 |
|
|
2025
Q1 | $196K | Buy |
+2,280
| New | +$196K | 0.08% | 156 |
|
|
2024
Q4 | – | Sell |
-2,280
| Closed | -$220K | – | 168 |
|
|
2024
Q3 | $220K | Buy |
+2,280
| New | +$220K | 0.09% | 157 |
|
|
2024
Q1 | – | Sell |
-4,517
| Closed | -$386K | – | 571 |
|
|
2023
Q4 | $386K | Buy |
+4,517
| New | +$386K | 0.16% | 109 |
|