EPG Wealth Management’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 | $125K | Sell |
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|
2025
Q2 | $125K | Sell |
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|
2025
Q1 | $203K | Sell |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $293K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $3.56M | Buy |
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|
2021
Q4 | $3.5M | Buy |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $3.06M | Buy |
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|
2021
Q1 | $2.83M | Buy |
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|
2020
Q4 | $2.25M | Buy |
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|
2020
Q3 | $1.9M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $413K | Buy |
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