Loveless 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 | $3.02M | Buy |
41,092
+849
| +2% | +$62.5K | 1.98% | 10 |
|
|
2022
Q1 | $3.55M | Buy |
40,243
+990
| +3% | +$87.3K | 2% | 10 |
|
|
2021
Q4 | $3.56M | Buy |
39,253
+1,210
| +3% | +$110K | 1.95% | 11 |
|
|
2021
Q3 | $3.01M | Buy |
38,043
+1,100
| +3% | +$87K | 1.83% | 11 |
|
|
2021
Q2 | $3.04M | Buy |
36,943
+2,320
| +7% | +$191K | 1.85% | 10 |
|
|
2021
Q1 | $2.73M | Buy |
34,623
+1,077
| +3% | +$84.9K | 1.8% | 13 |
|
|
2020
Q4 | $2.43M | Buy |
33,546
+1,863
| +6% | +$135K | 1.79% | 14 |
|
|
2020
Q3 | $2.02M | Buy |
31,683
+815
| +3% | +$51.9K | 1.7% | 16 |
|
|
2020
Q2 | $1.74M | Buy |
30,868
+699
| +2% | +$39.4K | 1.62% | 18 |
|
|
2020
Q1 | $1.36M | Buy |
30,169
+2,869
| +11% | +$129K | 1.6% | 21 |
|
|
2019
Q4 | $1.63M | Buy |
+27,300
| New | +$1.63M | 1.41% | 23 |
|