GoalVest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2K | Sell |
219
-12
| -5% | -$1.05K | ﹤0.01% | 274 |
|
|
2025
Q1 | $19.9K | Sell |
231
-81
| -26% | -$6.96K | 0.01% | 240 |
|
|
2024
Q4 | $26.3K | Buy |
312
+12
| +4% | +$1.01K | 0.01% | 227 |
|
|
2024
Q3 | $28.9K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $26.5K | Hold |
300
| – | – | 0.01% | 215 |
|
|
2024
Q1 | $27.9K | Buy |
+300
| New | +$27.9K | 0.01% | 239 |
|