Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-520
| Closed | -$26K | – | 730 |
|
|
2018
Q4 | $26K | Hold |
520
| – | – | 0.01% | 393 |
|
|
2018
Q3 | $28K | Sell |
520
-2,442
| -82% | -$131K | 0.01% | 393 |
|
|
2018
Q2 | $172K | Hold |
2,962
| – | – | 0.07% | 179 |
|
|
2018
Q1 | $169K | Hold |
2,962
| – | – | 0.06% | 175 |
|
|
2017
Q4 | $179K | Buy |
+2,962
| New | +$179K | 0.07% | 177 |
|