Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $5K | Sell |
100
-22,731
| -100% | -$1.14M | ﹤0.01% | 400 |
|
|
2014
Q3 | $1.13M | Buy |
22,831
+781
| +4% | +$38.7K | 0.47% | 49 |
|
|
2014
Q2 | $1.1M | Buy |
22,050
+2,565
| +13% | +$127K | 0.48% | 46 |
|
|
2014
Q1 | $921K | Buy |
19,485
+4,880
| +33% | +$231K | 0.45% | 47 |
|
|
2013
Q4 | $675K | Sell |
14,605
-680
| -4% | -$31.4K | 0.39% | 49 |
|
|
2013
Q3 | $642K | Buy |
+15,285
| New | +$642K | 0.39% | 49 |
|