Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $84.1K | Hold |
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|
2024
Q3 | $96.4K | Hold |
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|
2024
Q2 | $88.3K | Hold |
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|
2024
Q1 | $92.9K | Hold |
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|
2023
Q4 | $85.5K | Hold |
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|
2023
Q3 | $78.5K | Hold |
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|
2023
Q2 | $82.9K | Sell |
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|
2023
Q1 | $83.4K | Sell |
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|
2022
Q4 | $86.2K | Buy |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Buy |
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