IWAG
Integer Wealth Advisors Group’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $578K | Sell |
7,222
-830
| -10% | -$66.4K | 0.31% | 46 |
|
|
2020
Q4 | $614K | Buy |
8,052
+4,187
| +108% | +$319K | 0.41% | 43 |
|
|
2020
Q3 | $246K | Sell |
3,865
-11
| -0.3% | -$700 | 0.23% | 62 |
|
|
2020
Q2 | $221K | Hold |
3,876
| – | – | 0.23% | 62 |
|
|
2020
Q1 | $203K | Buy |
3,876
+292
| +8% | +$15.3K | 0.23% | 62 |
|
|
2019
Q4 | $215K | Buy |
+3,584
| New | +$215K | 0.21% | 62 |
|