Heritage Wealth Advisors’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 | $74.6K | Hold |
850
| – | – | ﹤0.01% | 265 |
|
|
2025
Q1 | $73.1K | Sell |
850
-723
| -46% | -$62.2K | ﹤0.01% | 270 |
|
|
2024
Q4 | $132K | Hold |
1,573
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $152K | Buy |
1,573
+723
| +85% | +$69.7K | 0.01% | 232 |
|
|
2024
Q2 | $75.1K | Hold |
850
| – | – | ﹤0.01% | 276 |
|
|
2024
Q1 | $79K | Hold |
850
| – | – | ﹤0.01% | 279 |
|
|
2023
Q4 | $72.7K | Buy |
850
+23
| +3% | +$1.97K | ﹤0.01% | 300 |
|
|
2023
Q3 | $65K | Hold |
827
| – | – | ﹤0.01% | 279 |
|
|
2023
Q2 | $68.5K | Hold |
827
| – | – | ﹤0.01% | 289 |
|
|
2023
Q1 | $66.7K | Buy |
827
+477
| +136% | +$38.5K | ﹤0.01% | 289 |
|
|
2022
Q4 | $27.2K | Buy |
+350
| New | +$27.2K | ﹤0.01% | 386 |
|