DWMG
DB Wealth Management Group’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $22.4K | Hold |
262
| – | – | 0.01% | 223 |
|
|
2023
Q3 | $20.6K | Hold |
262
| – | – | 0.01% | 221 |
|
|
2023
Q2 | $21.7K | Hold |
262
| – | – | 0.01% | 223 |
|
|
2023
Q1 | $21.1K | Hold |
262
| – | – | 0.01% | 224 |
|
|
2022
Q4 | $20.4K | Hold |
262
| – | – | 0.01% | 225 |
|
|
2022
Q3 | $18K | Hold |
262
| – | – | 0.01% | 246 |
|
|
2022
Q2 | $19K | Hold |
262
| – | – | 0.01% | 244 |
|
|
2022
Q1 | $23K | Sell |
262
-33
| -11% | -$2.9K | 0.01% | 247 |
|
|
2021
Q4 | $27K | Hold |
295
| – | – | 0.02% | 214 |
|
|
2021
Q3 | $23K | Hold |
295
| – | – | 0.01% | 218 |
|
|
2021
Q2 | $24K | Buy |
295
+151
| +105% | +$12.3K | 0.02% | 214 |
|
|
2021
Q1 | $11K | Hold |
144
| – | – | 0.01% | 273 |
|
|
2020
Q4 | $10K | Buy |
+144
| New | +$10K | 0.01% | 271 |
|