JFS Wealth 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
Q2 | $216K | Sell |
|
|||||
|
2025
Q1 | $217K | Hold |
|
|||||
|
2024
Q4 | $212K | Buy |
|
|||||
|
2024
Q3 | $242K | Buy |
|
|||||
|
2024
Q2 | $221K | Sell |
|
|||||
|
2024
Q1 | $236K | Buy |
|
|||||
|
2023
Q4 | $213K | Buy |
|
|||||
|
2023
Q3 | $195K | Buy |
|
|||||
|
2023
Q2 | $198K | Sell |
|
|||||
|
2023
Q1 | $247K | Buy |
|
|||||
|
2022
Q4 | $237K | Sell |
|
|||||
|
2022
Q3 | $567K | Sell |
|
|||||
|
2022
Q2 | $624K | Sell |
|
|||||
|
2022
Q1 | $818K | Sell |
|
|||||
|
2021
Q4 | $877K | Buy |
|
|||||
|
2021
Q3 | $763K | Buy |
|
|||||
|
2021
Q2 | $148K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $6K | Buy |
|
|||||
|
2017
Q4 | $0 | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $2K | Hold |
|
|||||
|
2015
Q4 | $2K | Buy |
|