Kovitz Investment Group Partners’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 | $286K | Sell |
3,258
-1,287
| -28% | -$113K | ﹤0.01% | 1154 |
|
|
2025
Q1 | $391K | Sell |
4,545
-2,842
| -38% | -$244K | ﹤0.01% | 966 |
|
|
2024
Q4 | $622K | Buy |
7,387
+2,827
| +62% | +$238K | ﹤0.01% | 839 |
|
|
2024
Q3 | $378K | Buy |
4,560
+733
| +19% | +$60.8K | ﹤0.01% | 813 |
|
|
2024
Q2 | $338K | Sell |
3,827
-807
| -17% | -$71.3K | ﹤0.01% | 712 |
|
|
2024
Q1 | $430K | Buy |
+4,634
| New | +$430K | 0.01% | 530 |
|