Moulton 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
Q1 | – | Sell |
-4,115
| Closed | -$346K | – | 47 |
|
|
2024
Q4 | $346K | Sell |
4,115
-4,083
| -50% | -$344K | 0.27% | 38 |
|
|
2024
Q3 | $780K | Sell |
8,198
-20,344
| -71% | -$1.94M | 0.65% | 28 |
|
|
2024
Q2 | $2.51M | Sell |
28,542
-554
| -2% | -$48.8K | 2.28% | 13 |
|
|
2024
Q1 | $2.7M | Buy |
+29,096
| New | +$2.7M | 2.83% | 9 |
|
|
2022
Q1 | – | Sell |
-10,393
| Closed | -$942K | – | 24 |
|
|
2021
Q4 | $942K | Buy |
+10,393
| New | +$942K | 0.69% | 19 |
|
|
2021
Q3 | – | Sell |
-77,017
| Closed | -$6.34M | – | 40 |
|
|
2021
Q2 | $6.34M | Buy |
77,017
+1,995
| +3% | +$164K | 4.63% | 8 |
|
|
2021
Q1 | $6.05M | Buy |
75,022
+7,112
| +10% | +$574K | 4.57% | 11 |
|
|
2020
Q4 | $5.2M | Buy |
+67,910
| New | +$5.2M | 4.18% | 8 |
|