GYL Financial Synergies’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-6,010
| Closed | -$545K | – | 231 |
|
2021
Q4 | $545K | Buy |
6,010
+115
| +2% | +$10.4K | 0.15% | 112 |
|
2021
Q3 | $466K | Buy |
5,895
+43
| +0.7% | +$3.4K | 0.24% | 108 |
|
2021
Q2 | $482K | Buy |
5,852
+131
| +2% | +$10.8K | 0.25% | 103 |
|
2021
Q1 | $451K | Buy |
+5,721
| New | +$451K | 0.25% | 106 |
|
2019
Q2 | – | Sell |
-4,726
| Closed | -$262K | – | 166 |
|
2019
Q1 | $262K | Buy |
+4,726
| New | +$262K | 0.15% | 120 |
|