LA
Legacy Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,583
| Closed | -$383K | – | 137 |
|
|
2019
Q3 | $383K | Buy |
6,583
+100
| +2% | +$5.82K | 0.29% | 71 |
|
|
2019
Q2 | $379K | Sell |
6,483
-6,407
| -50% | -$375K | 0.26% | 72 |
|
|
2019
Q1 | $716K | Buy |
12,890
+6,473
| +101% | +$360K | 0.23% | 82 |
|
|
2018
Q4 | $324K | Buy |
6,417
+40
| +0.6% | +$2.02K | 0.25% | 84 |
|
|
2018
Q3 | $369K | Buy |
6,377
+31
| +0.5% | +$1.79K | 0.18% | 101 |
|
|
2018
Q2 | $368K | Buy |
6,346
+31
| +0.5% | +$1.8K | 0.27% | 62 |
|
|
2018
Q1 | $367K | Buy |
+6,315
| New | +$367K | 0.27% | 53 |
|