OPPS
Obsidian Personal Planning Solutions’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 | $3.53M | Buy |
40,251
+1,320
| +3% | +$116K | 1.43% | 21 |
|
2025
Q1 | $3.27M | Sell |
38,931
-406
| -1% | -$34.1K | 1.46% | 22 |
|
2024
Q4 | $3.49M | Buy |
39,337
+2,749
| +8% | +$244K | 1.69% | 19 |
|
2024
Q3 | $3.42M | Buy |
36,588
+3,322
| +10% | +$310K | 1.79% | 19 |
|
2024
Q2 | $2.94M | Buy |
33,266
+1,506
| +5% | +$133K | 1.79% | 19 |
|
2024
Q1 | $2.81M | Buy |
31,760
+1,875
| +6% | +$166K | 1.85% | 19 |
|
2023
Q4 | $2.56M | Buy |
29,885
+653
| +2% | +$55.9K | 1.95% | 17 |
|
2023
Q3 | $2.3M | Buy |
29,232
+2,964
| +11% | +$233K | 1.96% | 16 |
|
2023
Q2 | $2.18M | Buy |
26,268
+829
| +3% | +$68.7K | 2.68% | 12 |
|
2023
Q1 | $2.05M | Buy |
25,439
+41
| +0.2% | +$3.31K | 2.99% | 12 |
|
2022
Q4 | $1.97M | Buy |
25,398
+8
| +0% | +$621 | 3.17% | 12 |
|
2022
Q3 | $1.73M | Buy |
25,390
+531
| +2% | +$36.1K | 3.16% | 12 |
|
2022
Q2 | $1.83M | Buy |
+24,859
| New | +$1.83M | 3.12% | 12 |
|