GeoWealth Management’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
Q2 | $411K | Sell |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $9.46M | Buy |
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|
2023
Q4 | $582K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $3.67M | Buy |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $317K | Sell |
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|
2022
Q2 | $373K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $309K | Buy |
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