Institutional & Family Asset Management’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
Q2 | $19K | Buy |
215
+162
| +306% | +$14.3K | ﹤0.01% | 340 |
|
|
2024
Q1 | $4.92K | Buy |
53
+1
| +2% | +$93 | ﹤0.01% | 495 |
|
|
2023
Q4 | $4.45K | Hold |
52
| – | – | ﹤0.01% | 490 |
|
|
2023
Q3 | $4.09K | Hold |
52
| – | – | ﹤0.01% | 488 |
|
|
2023
Q2 | $4.31K | Buy |
52
+1
| +2% | +$83 | ﹤0.01% | 495 |
|
|
2023
Q1 | $4.11K | Hold |
51
| – | – | ﹤0.01% | 497 |
|
|
2022
Q4 | $3.96K | Hold |
51
| – | – | ﹤0.01% | 496 |
|
|
2022
Q3 | $3K | Buy |
51
+4
| +9% | +$235 | ﹤0.01% | 563 |
|
|
2022
Q2 | $3K | Sell |
47
-34
| -42% | -$2.17K | ﹤0.01% | 571 |
|
|
2022
Q1 | $7K | Hold |
81
| – | – | ﹤0.01% | 506 |
|
|
2021
Q4 | $7K | Sell |
81
-3,518
| -98% | -$304K | ﹤0.01% | 511 |
|
|
2021
Q3 | $285K | Buy |
3,599
+2,806
| +354% | +$222K | 0.05% | 151 |
|
|
2021
Q2 | $65K | Sell |
793
-582
| -42% | -$47.7K | 0.01% | 302 |
|
|
2021
Q1 | $108K | Buy |
+1,375
| New | +$108K | 0.02% | 256 |
|