Colton Groome Financial 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
2023
Q3
Sell
-7,137
Closed -$591K 126
2023
Q2
$591K Sell
7,137
-1,115
-14% -$92.4K 0.28% 68
2023
Q1
$666K Buy
8,252
+2,652
+47% +$214K 0.32% 63
2022
Q4
$435K Buy
+5,600
New +$435K 0.21% 77