Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-419
| Closed | -$40K | – | 1247 |
|
|
2024
Q3 | $40K | Hold |
419
| – | – | 0.01% | 525 |
|
|
2024
Q2 | $37K | Buy |
419
+101
| +32% | +$8.92K | 0.01% | 541 |
|
|
2024
Q1 | $29.5K | Sell |
318
-105
| -25% | -$9.75K | 0.01% | 580 |
|
|
2023
Q4 | $36K | Hold |
423
| – | – | 0.01% | 532 |
|
|
2023
Q3 | $33.2K | Buy |
+423
| New | +$33.2K | 0.01% | 534 |
|
|
2023
Q1 | $38K | Buy |
+465
| New | +$38K | 0.01% | 498 |
|
|
2022
Q4 | – | Sell |
-992
| Closed | -$67K | – | 1181 |
|
|
2022
Q3 | $67K | Buy |
+992
| New | +$67K | 0.03% | 345 |
|