Evelyn V. Moreno’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
Q4 | – | Sell |
-33,739
| Closed | -$2.65M | – | 150 |
|
|
2023
Q3 | $2.65M | Sell |
33,739
-37,969
| -53% | -$2.98M | 0.58% | 52 |
|
|
2023
Q2 | $5.94M | Buy |
71,708
+1,741
| +2% | +$144K | 1.27% | 30 |
|
|
2023
Q1 | $5.64M | Buy |
69,967
+7,252
| +12% | +$585K | 1.28% | 33 |
|
|
2022
Q4 | $4.87M | Buy |
62,715
+29,927
| +91% | +$2.32M | 1.13% | 35 |
|
|
2022
Q3 | $2.23M | Buy |
+32,788
| New | +$2.23M | 1.01% | 39 |
|