Lake Point Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4K | Buy |
49
+23
| +88% | +$1.88K | ﹤0.01% | 262 |
|
|
2022
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 362 |
|
|
2021
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 342 |
|
|
2021
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 355 |
|
|
2020
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 355 |
|
|
2019
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 523 |
|
|
2019
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 561 |
|
|
2019
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 561 |
|
|
2018
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 789 |
|