Laurel Wealth Advisors (California)’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
Q4 | $6.25M | Buy |
80,495
+790
| +1% | +$61.4K | 0.62% | 38 |
|
|
2022
Q3 | $5.42M | Sell |
79,705
-89
| -0.1% | -$6.05K | 0.58% | 36 |
|
|
2022
Q2 | $5.87M | Sell |
79,794
-1,246
| -2% | -$91.7K | 0.6% | 32 |
|
|
2022
Q1 | $7.14M | Buy |
81,040
+8,771
| +12% | +$773K | 0.59% | 35 |
|
|
2021
Q4 | $6.55M | Buy |
72,269
+63,913
| +765% | +$5.79M | 0.51% | 40 |
|
|
2021
Q3 | $661K | Sell |
8,356
-20,988
| -72% | -$1.66M | 0.12% | 198 |
|
|
2021
Q2 | $2.42M | Buy |
29,344
+2,455
| +9% | +$202K | 0.31% | 80 |
|
|
2021
Q1 | $2.12M | Buy |
26,889
+22,323
| +489% | +$1.76M | 0.32% | 76 |
|
|
2020
Q4 | $331K | Buy |
+4,566
| New | +$331K | 0.05% | 317 |
|