LWM
LBA Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $380K | Hold |
7,241
| – | – | 0.2% | 78 |
|
|
2016
Q4 | $360K | Sell |
7,241
-350
| -5% | -$17.4K | 0.2% | 77 |
|
|
2016
Q3 | $362K | Sell |
7,591
-175
| -2% | -$8.35K | 0.2% | 81 |
|
|
2016
Q2 | $360K | Hold |
7,766
| – | – | 0.2% | 78 |
|
|
2016
Q1 | $348K | Sell |
7,766
-700
| -8% | -$31.4K | 0.2% | 82 |
|
|
2015
Q4 | $368K | Sell |
8,466
-750
| -8% | -$32.6K | 0.21% | 87 |
|
|
2015
Q3 | $368K | Sell |
9,216
-650
| -7% | -$26K | 0.23% | 80 |
|
|
2015
Q2 | $477K | Hold |
9,866
| – | – | 0.3% | 62 |
|
|
2015
Q1 | $481K | Hold |
9,866
| – | – | 0.3% | 56 |
|
|
2014
Q4 | $479K | Sell |
9,866
-2,075
| -17% | -$101K | 0.32% | 52 |
|
|
2014
Q3 | $592K | Hold |
11,941
| – | – | 0.41% | 44 |
|
|
2014
Q2 | $593K | Hold |
11,941
| – | – | 0.48% | 44 |
|
|
2014
Q1 | $565K | Sell |
11,941
-280
| -2% | -$13.2K | 0.46% | 46 |
|
|
2013
Q4 | $565K | Buy |
+12,221
| New | +$565K | 0.47% | 46 |
|