Independent Advisor Alliance’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 | $228K | Buy |
+2,593
| New | +$228K | 0.01% | 798 |
|
|
2025
Q1 | – | Sell |
-8,399
| Closed | -$707K | – | 1378 |
|
|
2024
Q4 | $707K | Buy |
+8,399
| New | +$707K | 0.01% | 836 |
|
|
2021
Q1 | – | Sell |
-3,338
| Closed | -$242K | – | 620 |
|
|
2020
Q4 | $242K | Hold |
3,338
| – | – | 0.02% | 476 |
|
|
2020
Q3 | $218K | Buy |
+3,338
| New | +$218K | 0.02% | 440 |
|
|
2017
Q2 | – | Sell |
-4,877
| Closed | -$255K | – | 417 |
|
|
2017
Q1 | $255K | Buy |
+4,877
| New | +$255K | 0.04% | 339 |
|