Intrepid Financial Planning Group’s Materials Select Sector SPDR Fund XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
2025
Q1
$325K Sell
2024
Q4
$327K Hold
2024
Q3
$375K Sell
2024
Q2
$367K Sell
2024
Q1
$394K Sell
2023
Q4
$372K Hold
2023
Q3
$341K Hold
2023
Q2
$360K Sell
2023
Q1
$363K Sell
2022
Q4
$360K Sell
2022
Q3
$323K Sell
2022
Q2
$380K Buy