Evercore 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
Q2 | $1.73M | Sell |
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|
2025
Q1 | $1.81M | Hold |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $2.14M | Hold |
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|
2023
Q4 | $1.97M | Sell |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $1.93M | Hold |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $900K | Sell |
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|
2020
Q3 | $807K | Buy |
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|
2020
Q2 | $705K | Sell |
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|
2020
Q1 | $802K | Buy |
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|
2019
Q4 | $948K | Sell |
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|
2019
Q3 | $926K | Sell |
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|
2019
Q2 | $941K | Hold |
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|
2019
Q1 | $892K | Buy |
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|
2018
Q4 | $806K | Sell |
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|
2018
Q3 | $925K | Sell |
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|
2018
Q2 | $935K | Buy |
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|
2018
Q1 | $913K | Sell |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $950K | Sell |
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|
2017
Q2 | $968K | Sell |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $980K | Sell |
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|
2016
Q3 | $958K | Sell |
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|
2016
Q2 | $938K | Sell |
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|
2016
Q1 | $978K | Sell |
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|
2015
Q4 | $1.13M | Sell |
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|
2015
Q3 | $1.05M | Sell |
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|
2015
Q2 | $1.57M | Buy |
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|
2015
Q1 | $1.48M | Buy |
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|
2014
Q4 | $1.45M | Sell |
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|
2014
Q3 | $1.72M | Sell |
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|
2014
Q2 | $1.72M | Sell |
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|
2014
Q1 | $1.69M | Sell |
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|
2013
Q4 | $1.77M | Sell |
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|
2013
Q3 | $1.61M | Sell |
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|
2013
Q2 | $2.13M | Buy |
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