NWWA
New Wave Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $322K | Buy |
3,669
+61
| +2% | +$5.36K | 0.14% | 96 |
|
2025
Q1 | $310K | Buy |
3,608
+425
| +13% | +$36.5K | 0.14% | 94 |
|
2024
Q4 | $268K | Sell |
3,183
-525
| -14% | -$44.2K | 0.11% | 111 |
|
2024
Q3 | $357K | Buy |
3,708
+32
| +0.9% | +$3.08K | 0.16% | 93 |
|
2024
Q2 | $325K | Buy |
+3,676
| New | +$325K | 0.17% | 92 |
|