Laidlaw Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $744K | Sell |
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|
2023
Q4 | $752K | Buy |
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|
2023
Q3 | $682K | Sell |
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|
2023
Q2 | $819K | Sell |
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|
2023
Q1 | $846K | Sell |
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|
2022
Q4 | $845K | Buy |
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|
2022
Q3 | $738K | Sell |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | $2.02M | Sell |
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|
2021
Q3 | $1.77M | Sell |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $358K | Sell |
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|
2020
Q3 | $316K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $307K | Buy |
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