Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-364
| Closed | -$17K | – | 1023 |
|
|
2016
Q3 | $17K | Hold |
364
| – | – | 0.01% | 651 |
|
|
2016
Q2 | $17K | Hold |
364
| – | – | 0.01% | 635 |
|
|
2016
Q1 | $16K | Hold |
364
| – | – | 0.01% | 601 |
|
|
2015
Q4 | $16K | Hold |
364
| – | – | 0.01% | 640 |
|
|
2015
Q3 | $15K | Sell |
364
-24
| -6% | -$989 | 0.01% | 660 |
|
|
2015
Q2 | $19K | Buy |
388
+24
| +7% | +$1.18K | 0.01% | 629 |
|
|
2015
Q1 | $17K | Buy |
+364
| New | +$17K | 0.01% | 620 |
|