Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $28.1K | Buy |
362
+181
| +100% | +$14.1K | ﹤0.01% | 595 |
|
|
2022
Q3 | $12K | Hold |
181
| – | – | ﹤0.01% | 628 |
|
|
2022
Q2 | $13.3K | Hold |
181
| – | – | ﹤0.01% | 622 |
|
|
2022
Q1 | $16K | Buy |
+181
| New | +$16K | ﹤0.01% | 641 |
|
|
2021
Q3 | $25K | Hold |
317
| – | – | 0.01% | 532 |
|
|
2021
Q2 | $26K | Buy |
+317
| New | +$26K | 0.01% | 528 |
|