Joseph Group Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-396
| Closed | -$31.1K | – | 87 |
|
|
2023
Q3 | $31.1K | Hold |
396
| – | – | 0.02% | 68 |
|
|
2023
Q2 | $32.8K | Hold |
396
| – | – | 0.03% | 65 |
|
|
2023
Q1 | $31.9K | Hold |
396
| – | – | 0.03% | 69 |
|
|
2022
Q4 | $31K | Hold |
396
| – | – | 0.03% | 75 |
|
|
2022
Q3 | $27K | Sell |
396
-9,974
| -96% | -$680K | 0.03% | 60 |
|
|
2022
Q2 | $763K | Buy |
+10,370
| New | +$763K | 0.76% | 39 |
|