Heritage Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $76.2K | Hold |
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|
2025
Q2 | $74.6K | Hold |
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|
2025
Q1 | $73.1K | Sell |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $152K | Buy |
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|
2024
Q2 | $75.1K | Hold |
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|
2024
Q1 | $79K | Hold |
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|
2023
Q4 | $72.7K | Buy |
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|
2023
Q3 | $65K | Hold |
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|
2023
Q2 | $68.5K | Hold |
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|
2023
Q1 | $66.7K | Buy |
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|
2022
Q4 | $27.2K | Buy |
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