National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,925
| Closed | -$544K | – | 159 |
|
|
2023
Q3 | $544K | Buy |
6,925
+329
| +5% | +$25.8K | 0.59% | 47 |
|
|
2023
Q2 | $547K | Sell |
6,596
-156
| -2% | -$12.9K | 0.57% | 51 |
|
|
2023
Q1 | $527K | Buy |
6,752
+979
| +17% | +$76.5K | 0.6% | 44 |
|
|
2022
Q4 | $448K | Sell |
5,773
-59
| -1% | -$4.58K | 0.54% | 58 |
|
|
2022
Q3 | $397K | Buy |
5,832
+411
| +8% | +$28K | 0.52% | 55 |
|
|
2022
Q2 | $399K | Sell |
5,421
-3,172
| -37% | -$233K | 0.5% | 57 |
|
|
2022
Q1 | $757K | Buy |
8,593
+1,348
| +19% | +$119K | 0.73% | 42 |
|
|
2021
Q4 | $656K | Buy |
+7,245
| New | +$656K | 0.61% | 55 |
|