Intrepid Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
3,416
-360
| -10% | -$31.6K | 0.13% | 97 |
|
|
2025
Q1 | $325K | Sell |
3,776
-110
| -3% | -$9.46K | 0.15% | 89 |
|
|
2024
Q4 | $327K | Hold |
3,886
| – | – | 0.14% | 89 |
|
|
2024
Q3 | $375K | Sell |
3,886
-265
| -6% | -$25.5K | 0.16% | 86 |
|
|
2024
Q2 | $367K | Sell |
4,151
-95
| -2% | -$8.39K | 0.16% | 86 |
|
|
2024
Q1 | $394K | Sell |
4,246
-100
| -2% | -$9.29K | 0.17% | 84 |
|
|
2023
Q4 | $372K | Hold |
4,346
| – | – | 0.18% | 81 |
|
|
2023
Q3 | $341K | Hold |
4,346
| – | – | 0.18% | 76 |
|
|
2023
Q2 | $360K | Sell |
4,346
-150
| -3% | -$12.4K | 0.17% | 77 |
|
|
2023
Q1 | $363K | Sell |
4,496
-137
| -3% | -$11.1K | 0.18% | 79 |
|
|
2022
Q4 | $360K | Sell |
4,633
-115
| -2% | -$8.93K | 0.2% | 74 |
|
|
2022
Q3 | $323K | Sell |
4,748
-421
| -8% | -$28.6K | 0.18% | 70 |
|
|
2022
Q2 | $380K | Buy |
+5,169
| New | +$380K | 0.21% | 68 |
|