HB 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 | $440K | Sell |
5,010
-498
| -9% | -$43.7K | ﹤0.01% | 776 |
|
|
2025
Q1 | $474K | Buy |
5,508
+596
| +12% | +$51.2K | ﹤0.01% | 765 |
|
|
2024
Q4 | $413K | Buy |
4,912
+285
| +6% | +$24K | ﹤0.01% | 682 |
|
|
2024
Q3 | $446K | Buy |
4,627
+248
| +6% | +$23.9K | ﹤0.01% | 618 |
|
|
2024
Q2 | $387K | Buy |
4,379
+1,457
| +50% | +$129K | ﹤0.01% | 615 |
|
|
2024
Q1 | $271K | Sell |
2,922
-369
| -11% | -$34.3K | ﹤0.01% | 692 |
|
|
2023
Q4 | $282K | Buy |
3,291
+364
| +12% | +$31.1K | ﹤0.01% | 635 |
|
|
2023
Q3 | $230K | Buy |
2,927
+5
| +0.2% | +$393 | ﹤0.01% | 658 |
|
|
2023
Q2 | $242K | Sell |
2,922
-30
| -1% | -$2.49K | ﹤0.01% | 611 |
|
|
2023
Q1 | $238K | Sell |
2,952
-244
| -8% | -$19.7K | ﹤0.01% | 615 |
|
|
2022
Q4 | $248K | Buy |
+3,196
| New | +$248K | ﹤0.01% | 578 |
|