Montag & Associates’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.74K | Hold |
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|
2025
Q2 | $5.62K | Sell |
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|
2025
Q1 | $20.1K | Buy |
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|
2024
Q4 | $19.5K | Buy |
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|
2024
Q3 | $19.4K | Hold |
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|
2024
Q2 | $17.8K | Hold |
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|
2024
Q1 | $18.7K | Sell |
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|
2023
Q4 | $65.6K | Sell |
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|
2023
Q3 | $61.6K | Buy |
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|
2023
Q2 | $59.7K | Hold |
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|
2023
Q1 | $58.1K | Hold |
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|
2022
Q4 | $55.9K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $1.72M | Buy |
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