MWPCG
Measured Wealth Private Client Group’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
44,109
+1,253
| +3% | +$110K | 1.16% | 19 |
|
|
2025
Q1 | $3.68M | Buy |
42,856
+19,906
| +87% | +$1.71M | 1.18% | 18 |
|
|
2024
Q4 | $1.93M | Buy |
22,950
+1,139
| +5% | +$95.8K | 0.62% | 24 |
|
|
2024
Q3 | $2.1M | Sell |
21,811
-7,564
| -26% | -$729K | 0.7% | 23 |
|
|
2024
Q2 | $2.59M | Buy |
29,375
+4,541
| +18% | +$401K | 0.91% | 20 |
|
|
2024
Q1 | $2.31M | Buy |
+24,834
| New | +$2.31M | 0.81% | 21 |
|