MAWCM
Mine & Arao Wealth Creation & Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-767
| Closed | -$71.2K | – | 370 |
|
|
2024
Q1 | $71.2K | Hold |
767
| – | – | 0.04% | 129 |
|
|
2023
Q4 | $65.6K | Hold |
767
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $60.2K | Hold |
767
| – | – | 0.04% | 125 |
|
|
2023
Q2 | $63.6K | Sell |
767
-5
| -0.6% | -$414 | 0.04% | 133 |
|
|
2023
Q1 | $62.3K | Hold |
772
| – | – | 0.04% | 133 |
|
|
2022
Q4 | $60K | Hold |
772
| – | – | 0.04% | 126 |
|
|
2022
Q3 | $53K | Hold |
772
| – | – | 0.04% | 132 |
|
|
2022
Q2 | $57K | Buy |
772
+5
| +0.7% | +$369 | 0.04% | 132 |
|
|
2022
Q1 | $68K | Hold |
767
| – | – | 0.04% | 131 |
|
|
2021
Q4 | $69K | Hold |
767
| – | – | 0.04% | 133 |
|
|
2021
Q3 | $61K | Hold |
767
| – | – | 0.04% | 134 |
|
|
2021
Q2 | $63K | Hold |
767
| – | – | 0.04% | 131 |
|
|
2021
Q1 | $60K | Hold |
767
| – | – | 0.04% | 132 |
|
|
2020
Q4 | $56K | Hold |
767
| – | – | 0.04% | 124 |
|
|
2020
Q3 | $49K | Buy |
+767
| New | +$49K | 0.04% | 122 |
|