LRWA
Long Run Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,870
| Closed | -$1.66M | – | 105 |
|
|
2024
Q1 | $1.66M | Buy |
17,870
+1,039
| +6% | +$96.5K | 0.44% | 47 |
|
|
2023
Q4 | $1.44M | Buy |
16,831
+1,206
| +8% | +$103K | 0.42% | 48 |
|
|
2023
Q3 | $1.23M | Buy |
15,625
+562
| +4% | +$44.1K | 0.4% | 48 |
|
|
2023
Q2 | $1.25M | Buy |
15,063
+912
| +6% | +$75.6K | 0.4% | 49 |
|
|
2023
Q1 | $1.14M | Sell |
14,151
-1,556
| -10% | -$126K | 0.39% | 58 |
|
|
2022
Q4 | $1.22M | Buy |
15,707
+538
| +4% | +$41.8K | 0.44% | 56 |
|
|
2022
Q3 | $1.03M | Buy |
15,169
+1,126
| +8% | +$76.6K | 0.41% | 60 |
|
|
2022
Q2 | $1.03M | Buy |
14,043
+121
| +0.9% | +$8.91K | 0.4% | 55 |
|
|
2022
Q1 | $1.17M | Buy |
13,922
+83
| +0.6% | +$6.98K | 0.41% | 52 |
|
|
2021
Q4 | $1.2M | Buy |
+13,839
| New | +$1.2M | 0.42% | 52 |
|