Founders Financial Alliance’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 | $39.5K | Sell |
450
-1,354
| -75% | -$119K | 0.01% | 401 |
|
|
2025
Q1 | $155K | Buy |
1,804
+1,354
| +301% | +$116K | 0.04% | 358 |
|
|
2024
Q4 | $37.9K | Hold |
450
| – | – | 0.01% | 406 |
|
|
2024
Q3 | $43.4K | Hold |
450
| – | – | 0.01% | 404 |
|
|
2024
Q2 | $39.7K | Hold |
450
| – | – | 0.01% | 393 |
|
|
2024
Q1 | $41.8K | Buy |
450
+22
| +5% | +$2.04K | 0.01% | 395 |
|
|
2023
Q4 | $36.6K | Buy |
428
+25
| +6% | +$2.14K | 0.01% | 362 |
|
|
2023
Q3 | $31.7K | Sell |
403
-102
| -20% | -$8.01K | 0.01% | 350 |
|
|
2023
Q2 | $41.9K | Buy |
505
+127
| +34% | +$10.5K | 0.02% | 357 |
|
|
2023
Q1 | $30.5K | Hold |
378
| – | – | 0.02% | 345 |
|
|
2022
Q4 | $29.4K | Hold |
378
| – | – | 0.01% | 373 |
|
|
2022
Q3 | $26K | Sell |
378
-12
| -3% | -$825 | 0.01% | 371 |
|
|
2022
Q2 | $29K | Hold |
390
| – | – | 0.01% | 383 |
|
|
2022
Q1 | $34K | Sell |
390
-349
| -47% | -$30.4K | 0.02% | 345 |
|
|
2021
Q4 | $67K | Buy |
739
+25
| +4% | +$2.27K | 0.03% | 337 |
|
|
2021
Q3 | $56K | Buy |
714
+324
| +83% | +$25.4K | 0.03% | 325 |
|
|
2021
Q2 | $32K | Hold |
390
| – | – | 0.01% | 371 |
|
|
2021
Q1 | $35K | Sell |
390
-437
| -53% | -$39.2K | 0.02% | 354 |
|
|
2020
Q4 | $60K | Buy |
827
+423
| +105% | +$30.7K | 0.03% | 281 |
|
|
2020
Q3 | $25K | Buy |
+404
| New | +$25K | 0.01% | 526 |
|