Evernest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
6,752
+441
| +7% | +$38.7K | 0.19% | 98 |
|
|
2025
Q1 | $543K | Buy |
6,311
+338
| +6% | +$29.1K | 0.19% | 98 |
|
|
2024
Q4 | $503K | Buy |
5,973
+256
| +4% | +$21.5K | 0.13% | 106 |
|
|
2024
Q3 | $551K | Sell |
5,717
-251
| -4% | -$24.2K | 0.15% | 101 |
|
|
2024
Q2 | $527K | Sell |
5,968
-271
| -4% | -$23.9K | 0.24% | 81 |
|
|
2024
Q1 | $555K | Buy |
6,239
+564
| +10% | +$50.2K | 0.26% | 81 |
|
|
2023
Q4 | $485K | Buy |
+5,675
| New | +$485K | 0.25% | 87 |
|
|
2021
Q4 | $492K | Buy |
+5,912
| New | +$492K | 0.25% | 83 |
|