Massachusetts 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
3,005
| – | – | 0.15% | 87 |
|
|
2025
Q1 | $258K | Hold |
3,005
| – | – | 0.18% | 78 |
|
|
2024
Q4 | $253K | Buy |
3,005
+315
| +12% | +$26.5K | 0.16% | 84 |
|
|
2024
Q3 | $259K | Buy |
2,690
+25
| +0.9% | +$2.41K | 0.16% | 84 |
|
|
2024
Q2 | $235K | Sell |
2,665
-115
| -4% | -$10.2K | 0.16% | 89 |
|
|
2024
Q1 | $258K | Hold |
2,780
| – | – | 0.18% | 85 |
|
|
2023
Q4 | $238K | Hold |
2,780
| – | – | 0.19% | 88 |
|
|
2023
Q3 | $218K | Hold |
2,780
| – | – | 0.2% | 84 |
|
|
2023
Q2 | $230K | Buy |
2,780
+50
| +2% | +$4.14K | 0.22% | 78 |
|
|
2023
Q1 | $220K | Sell |
2,730
-450
| -14% | -$36.3K | 0.23% | 75 |
|
|
2022
Q4 | $269K | Buy |
+3,180
| New | +$269K | 0.26% | 74 |
|