Golden State Wealth Management’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 | $159K | Sell |
1,811
-540
| -23% | -$47.4K | 0.02% | 398 |
|
|
2025
Q1 | $202K | Sell |
2,351
-345
| -13% | -$29.7K | 0.03% | 338 |
|
|
2024
Q4 | $227K | Buy |
+2,696
| New | +$227K | 0.03% | 303 |
|
|
2022
Q1 | $1.19M | Buy |
13,514
+8,187
| +154% | +$722K | 0.23% | 86 |
|
|
2021
Q4 | $483K | Buy |
5,327
+60
| +1% | +$5.44K | 0.08% | 217 |
|
|
2021
Q3 | $417K | Buy |
5,267
+284
| +6% | +$22.5K | 0.09% | 185 |
|
|
2021
Q2 | $410K | Buy |
+4,983
| New | +$410K | 0.09% | 188 |
|
|
2019
Q2 | – | Sell |
-509
| Closed | -$28K | – | 1152 |
|
|
2019
Q1 | $28K | Buy |
+509
| New | +$28K | 0.01% | 561 |
|