Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.95M | Sell |
51,841
-7,300
| -12% | -$416K | 1.9% | 14 |
|
|
2017
Q4 | $3.58M | Buy |
+59,141
| New | +$3.58M | 2.22% | 9 |
|
|
2017
Q3 | – | Sell |
-48,175
| Closed | -$2.59M | – | 267 |
|
|
2017
Q2 | $2.59M | Buy |
48,175
+9,961
| +26% | +$536K | 1.77% | 20 |
|
|
2017
Q1 | $2M | Buy |
+38,214
| New | +$2M | 1.46% | 27 |
|
|
2016
Q4 | – | Sell |
-51,307
| Closed | -$2.45M | – | 260 |
|
|
2016
Q3 | $2.45M | Buy |
+51,307
| New | +$2.45M | 1.86% | 13 |
|