Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,587
| Closed | -$240K | – | 120 |
|
|
2024
Q1 | $240K | Buy |
+2,587
| New | +$240K | 0.25% | 96 |
|
|
2023
Q4 | – | Sell |
-7,215
| Closed | -$567K | – | 135 |
|
|
2023
Q3 | $567K | Buy |
7,215
+7,198
| +42,341% | +$565K | 0.7% | 54 |
|
|
2023
Q2 | $1.41K | Sell |
17
-7,031
| -100% | -$583K | ﹤0.01% | 563 |
|
|
2023
Q1 | $569K | Buy |
+7,048
| New | +$569K | 0.58% | 54 |
|