Moneta Group Investment Advisors’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 | $226K | Sell |
2,576
-666
| -21% | -$58.5K | ﹤0.01% | 633 |
|
|
2025
Q1 | $279K | Hold |
3,242
| – | – | ﹤0.01% | 540 |
|
|
2024
Q4 | $273K | Buy |
3,242
+16
| +0.5% | +$1.35K | ﹤0.01% | 553 |
|
|
2024
Q3 | $311K | Buy |
3,226
+359
| +13% | +$34.6K | ﹤0.01% | 509 |
|
|
2024
Q2 | $253K | Sell |
2,867
-68
| -2% | -$6.01K | ﹤0.01% | 524 |
|
|
2024
Q1 | $273K | Buy |
+2,935
| New | +$273K | ﹤0.01% | 512 |
|
|
2018
Q3 | – | Sell |
-1,050
| Closed | -$61K | – | 378 |
|
|
2018
Q2 | $61K | Buy |
+1,050
| New | +$61K | 0.01% | 305 |
|