Paradigm Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $720K | Sell |
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2021
Q3 | $653K | Sell |
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|
2021
Q2 | $800K | Sell |
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|
2021
Q1 | $781K | Sell |
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|
2020
Q4 | $862K | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $2.5M | Sell |
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|
2020
Q1 | $2.12M | Sell |
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|
2019
Q4 | $3.02M | Sell |
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|
2019
Q3 | $2.88M | Sell |
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|
2019
Q2 | $3.14M | Sell |
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|
2019
Q1 | $2.99M | Sell |
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|
2018
Q4 | $2.74M | Sell |
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|
2018
Q3 | $4.34M | Sell |
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|
2018
Q2 | $4.55M | Sell |
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|
2018
Q1 | $4.59M | Buy |
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|
2017
Q4 | $3.57M | Buy |
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|
2017
Q3 | $3.16M | Buy |
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|
2017
Q2 | $2.78M | Buy |
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|
2017
Q1 | $2.44M | Buy |
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|
2016
Q4 | $2.07M | Buy |
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|
2016
Q3 | $204K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $229K | Sell |
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|
2015
Q4 | $272K | Sell |
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|
2015
Q3 | $291K | Buy |
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|
2015
Q2 | $338K | Buy |
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|
2015
Q1 | $302K | Sell |
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|
2014
Q4 | $337K | Sell |
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|
2014
Q3 | $401K | Sell |
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|
2014
Q2 | $515K | Sell |
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|
2014
Q1 | $528K | Buy |
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