Leicht Financial Planning & 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 | – | Sell |
-44,690
| Closed | -$3.94M | – | 24 |
|
|
2022
Q1 | $3.94M | Sell |
44,690
-1,596
| -3% | -$141K | 2.35% | 21 |
|
|
2021
Q4 | $4.19M | Buy |
46,286
+841
| +2% | +$76.2K | 2.39% | 17 |
|
|
2021
Q3 | $3.64M | Buy |
45,445
+2,121
| +5% | +$170K | 2.18% | 18 |
|
|
2021
Q2 | $3.57M | Sell |
43,324
-1,038
| -2% | -$85.5K | 2.17% | 20 |
|
|
2021
Q1 | $3.5M | Buy |
+44,362
| New | +$3.5M | 2.26% | 18 |
|
|
2017
Q2 | – | Sell |
-4,400
| Closed | -$230K | – | 25 |
|
|
2017
Q1 | $230K | Sell |
4,400
-1,300
| -23% | -$68K | 0.21% | 25 |
|
|
2016
Q4 | $291K | Buy |
+5,700
| New | +$291K | 0.27% | 25 |
|