IWA
Inspirion Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,440
| Closed | -$202K | – | 140 |
|
|
2023
Q2 | $202K | Sell |
2,440
-100
| -4% | -$8.29K | 0.04% | 134 |
|
|
2023
Q1 | $205K | Sell |
2,540
-137
| -5% | -$11.1K | 0.04% | 133 |
|
|
2022
Q4 | $208K | Sell |
2,677
-1,625
| -38% | -$126K | 0.04% | 121 |
|
|
2022
Q3 | $293K | Sell |
4,302
-1,165
| -21% | -$79.3K | 0.07% | 96 |
|
|
2022
Q2 | $402K | Buy |
+5,467
| New | +$402K | 0.09% | 85 |
|