Evolution Wealth Advisors’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 | $264K | Sell |
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|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q4 | $284K | Sell |
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|
2024
Q3 | $836K | Sell |
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|
2024
Q2 | $919K | Hold |
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|
2024
Q1 | $967K | Sell |
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|
2023
Q4 | $917K | Hold |
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|
2023
Q3 | $842K | Hold |
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|
2023
Q2 | $888K | Hold |
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|
2023
Q1 | $864K | Hold |
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|
2022
Q4 | $832K | Hold |
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|
2022
Q3 | $729K | Sell |
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|
2022
Q2 | $842K | Hold |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.2K | Hold |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $3.63M | Sell |
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|
2021
Q1 | $3.68M | Buy |
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|
2020
Q4 | $3.04M | Buy |
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