Marion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,853
| Closed | -$853K | – | 131 |
|
|
2023
Q3 | $853K | Buy |
10,853
+226
| +2% | +$17.8K | 0.3% | 65 |
|
|
2023
Q2 | $881K | Buy |
10,627
+210
| +2% | +$17.4K | 0.31% | 62 |
|
|
2023
Q1 | $840K | Buy |
10,417
+660
| +7% | +$53.2K | 0.31% | 64 |
|
|
2022
Q4 | $758K | Buy |
9,757
+1,535
| +19% | +$119K | 0.32% | 65 |
|
|
2022
Q3 | $559K | Buy |
8,222
+690
| +9% | +$46.9K | 0.29% | 70 |
|
|
2022
Q2 | $554K | Buy |
7,532
+65
| +0.9% | +$4.78K | 0.29% | 73 |
|
|
2022
Q1 | $658K | Buy |
7,467
+103
| +1% | +$9.08K | 0.32% | 67 |
|
|
2021
Q4 | $667K | Buy |
+7,364
| New | +$667K | 0.32% | 68 |
|