Oxford Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-114
| Closed | -$9.75K | – | 306 |
|
|
2023
Q4 | $9.75K | Buy |
+114
| New | +$9.75K | ﹤0.01% | 286 |
|
|
2023
Q3 | – | Sell |
-314
| Closed | -$26K | – | 299 |
|
|
2023
Q2 | $26K | Buy |
+314
| New | +$26K | ﹤0.01% | 269 |
|
|
2022
Q2 | – | Sell |
-56
| Closed | -$5K | – | 292 |
|
|
2022
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 252 |
|
|
2021
Q4 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 264 |
|
|
2021
Q3 | – | Sell |
-374
| Closed | -$31K | – | 253 |
|
|
2021
Q2 | $31K | Buy |
+374
| New | +$31K | ﹤0.01% | 203 |
|