HCR Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $502K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $2K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $283K | Sell |
|
|||||
|
2018
Q2 | $768K | Sell |
|
|||||
|
2018
Q1 | $756K | Sell |
|
|||||
|
2017
Q4 | $903K | Sell |
|
|||||
|
2017
Q3 | $907K | Sell |
|
|||||
|
2017
Q2 | $866K | Sell |
|
|||||
|
2017
Q1 | $917K | Buy |
|
|||||
|
2016
Q4 | $819K | Buy |
|