J.W. Cole Advisors’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
Q3 | $1.18M | Sell |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $54.4M | Buy |
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|
2021
Q2 | $2.51M | Buy |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $703K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $484K | Buy |
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