Means Investment Company’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 | $441K | Buy |
5,018
+25
| +0.5% | +$2.2K | 0.04% | 134 |
|
2025
Q1 | $429K | Buy |
4,993
+23
| +0.5% | +$1.98K | 0.05% | 129 |
|
2024
Q4 | $418K | Buy |
4,970
+176
| +4% | +$14.8K | 0.04% | 142 |
|
2024
Q3 | $462K | Buy |
4,794
+21
| +0.4% | +$2.02K | 0.05% | 125 |
|
2024
Q2 | $422K | Buy |
4,773
+24
| +0.5% | +$2.12K | 0.05% | 132 |
|
2024
Q1 | $441K | Buy |
4,749
+16
| +0.3% | +$1.49K | 0.06% | 133 |
|
2023
Q4 | $405K | Buy |
4,733
+33
| +0.7% | +$2.82K | 0.06% | 133 |
|
2023
Q3 | $369K | Buy |
4,700
+2,161
| +85% | +$170K | 0.06% | 141 |
|
2023
Q2 | $210K | Sell |
2,539
-16
| -0.6% | -$1.33K | 0.03% | 192 |
|
2023
Q1 | $206K | Buy |
+2,555
| New | +$206K | 0.04% | 188 |
|