Castle 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
2022
Q4
Sell
-236
Closed -$8K 649
2022
Q3
$8K Hold
236
﹤0.01% 457
2022
Q2
$9K Buy
+236
New +$9.88K 0.01% 426

Other funds holding XLB

Castle Wealth Management's XLB Position: Q4 2022 in Review

Castle Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022, closing a stake of 236 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in XLB in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

  • Castle Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 236 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $9K in Q2 2022.
  • 749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.