MGB 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 | $422K | Hold |
4,807
| – | – | 0.14% | 139 |
|
|
2025
Q1 | $413K | Hold |
4,807
| – | – | 0.15% | 134 |
|
|
2024
Q4 | $404K | Buy |
4,807
+951
| +25% | +$80K | 0.13% | 132 |
|
|
2024
Q3 | $372K | Hold |
3,856
| – | – | 0.13% | 140 |
|
|
2024
Q2 | $349K | Hold |
3,856
| – | – | 0.13% | 143 |
|
|
2024
Q1 | $358K | Hold |
3,856
| – | – | 0.15% | 140 |
|
|
2023
Q4 | $330K | Buy |
+3,856
| New | +$330K | 0.17% | 139 |
|