Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40
| Closed | -$3.42K | – | 449 |
|
|
2023
Q4 | $3.42K | Hold |
40
| – | – | ﹤0.01% | 363 |
|
|
2023
Q3 | $3.14K | Hold |
40
| – | – | ﹤0.01% | 353 |
|
|
2023
Q2 | $3.32K | Buy |
+40
| New | +$3.32K | ﹤0.01% | 362 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$3K | – | 488 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 400 |
|
|
2022
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 372 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 403 |
|
|
2021
Q2 | $3K | Sell |
40
-260
| -87% | -$19.5K | ﹤0.01% | 382 |
|
|
2021
Q1 | $24K | Buy |
300
+225
| +300% | +$18K | 0.01% | 233 |
|
|
2020
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 342 |
|
|
2020
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $4K | Sell |
75
-20
| -21% | -$1.07K | ﹤0.01% | 466 |
|
|
2020
Q1 | $4K | Buy |
95
+20
| +27% | +$842 | ﹤0.01% | 451 |
|
|
2019
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 441 |
|
|
2019
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 441 |
|
|
2019
Q2 | $4K | Sell |
75
-27
| -26% | -$1.44K | ﹤0.01% | 479 |
|
|
2019
Q1 | $6K | Sell |
102
-45
| -31% | -$2.65K | ﹤0.01% | 440 |
|
|
2018
Q4 | $7K | Buy |
+147
| New | +$7K | ﹤0.01% | 454 |
|