Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-150
| Closed | -$12.9K | – | 532 |
|
|
2025
Q1 | $12.9K | Hold |
150
| – | – | 0.01% | 294 |
|
|
2024
Q4 | $12.6K | Hold |
150
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $14.5K | Sell |
150
-165
| -52% | -$15.9K | 0.01% | 277 |
|
|
2024
Q2 | $27.8K | Hold |
315
| – | – | 0.02% | 231 |
|
|
2024
Q1 | $29.3K | Hold |
315
| – | – | 0.02% | 210 |
|
|
2023
Q4 | $26.9K | Sell |
315
-100
| -24% | -$8.55K | 0.02% | 204 |
|
|
2023
Q3 | $32.6K | Buy |
415
+325
| +361% | +$25.6K | 0.02% | 180 |
|
|
2023
Q2 | $7.46K | Hold |
90
| – | – | ﹤0.01% | 293 |
|
|
2023
Q1 | $7.26K | Hold |
90
| – | – | ﹤0.01% | 286 |
|
|
2022
Q4 | $6.99K | Buy |
+90
| New | +$6.99K | ﹤0.01% | 292 |
|