Lowe Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History

Lowe Wealth Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.4K	Hold	210	–	–	0.01%	208
2025 Q1	$18.1K	Hold	210	–	–	0.01%	205
2024 Q4	$17.7K	Sell	210 -100	-32%	-$8.41K	0.01%	198
2024 Q3	$29.9K	Buy	310 +160	+107%	+$15.4K	0.01%	152
2024 Q2	$13.2K	Hold	150	–	–	0.01%	201
2024 Q1	$13.9K	Hold	150	–	–	0.01%	191
2023 Q4	$12.8K	Hold	150	–	–	0.01%	195
2023 Q3	$11.8K	Sell	150 -18	-11%	-$1.41K	0.01%	193
2023 Q2	$13.9K	Sell	168 -200	-54%	-$16.6K	0.01%	191
2023 Q1	$29.7K	Hold	368	–	–	0.02%	132
2022 Q4	$28.6K	Hold	368	–	–	0.02%	137
2022 Q3	$25K	Hold	368	–	–	0.01%	136
2022 Q2	$27K	Sell	368 -100	-21%	-$7.34K	0.01%	125
2022 Q1	$41K	Sell	468 -100	-18%	-$8.76K	0.02%	115
2021 Q4	$51K	Hold	568	–	–	0.02%	97
2021 Q3	$45K	Sell	568 -800	-58%	-$63.4K	0.02%	96
2021 Q2	$113K	Buy	1,368 +350	+34%	+$28.9K	0.05%	59
2021 Q1	$80K	Buy	1,018 +100	+11%	+$7.86K	0.04%	66
2020 Q4	$66K	Hold	918	–	–	0.03%	67
2020 Q3	$58K	Buy	918 +900	+5,000%	+$56.9K	0.03%	67
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	259
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	294
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	292
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	270
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	286
2019 Q1	$0	Hold	18	–	–	﹤0.01%	298
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	248
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	285
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	235
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	239
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	246
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	237
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	215
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	216
2016 Q4	$1K	Hold	18	–	–	﹤0.01%	224
2016 Q3	$1K	Hold	18	–	–	﹤0.01%	239
2016 Q2	$1K	Hold	18	–	–	﹤0.01%	243
2016 Q1	$1K	Hold	18	–	–	﹤0.01%	213
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	223
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	224
2015 Q2	$1K	Hold	18	–	–	﹤0.01%	222
2015 Q1	$1K	Hold	18	–	–	﹤0.01%	220
2014 Q4	$1K	Buy	+18	New	+$1K	﹤0.01%	196