EverSource Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.1K | Sell |
491
-70
| -12% | -$6.15K | ﹤0.01% | 1709 |
|
|
2025
Q1 | $48.2K | Buy |
561
+495
| +750% | +$42.6K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $5.55K | Buy |
+66
| New | +$5.55K | ﹤0.01% | 2295 |
|
|
2024
Q2 | – | Sell |
-600
| Closed | -$53.2K | – | 3155 |
|
|
2024
Q1 | $53.2K | Sell |
600
-100
| -14% | -$8.86K | ﹤0.01% | 961 |
|
|
2023
Q4 | $59.9K | Hold |
700
| – | – | 0.01% | 827 |
|
|
2023
Q3 | $55K | Hold |
700
| – | – | 0.01% | 770 |
|
|
2023
Q2 | $58K | Hold |
700
| – | – | 0.01% | 779 |
|
|
2023
Q1 | $56.5K | Sell |
700
-13
| -2% | -$1.05K | 0.01% | 748 |
|
|
2022
Q4 | $55.4K | Buy |
+713
| New | +$55.4K | 0.01% | 726 |
|
|
2022
Q2 | – | Sell |
-196
| Closed | -$17K | – | 1910 |
|
|
2022
Q1 | $17K | Sell |
196
-136
| -41% | -$11.8K | ﹤0.01% | 774 |
|
|
2021
Q4 | $30K | Buy |
+332
| New | +$30K | 0.01% | 537 |
|