Navis Wealth Advisors’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 | $435K | Hold |
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|
2025
Q2 | $426K | Hold |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $408K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $464K | Hold |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $414K | Hold |
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|
2023
Q1 | $403K | Hold |
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|
2022
Q4 | $388K | Hold |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $368K | Hold |
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|
2022
Q1 | $441K | Hold |
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|
2021
Q4 | $453K | Hold |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $394K | Hold |
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|
2020
Q4 | $362K | Buy |
|