Patriot Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $3.08M | Sell |
60,905
-1,424
| -2% | -$71.9K | 0.45% | 59 |
|
|
2018
Q3 | $3.61M | Buy |
62,329
+1,331
| +2% | +$77.1K | 0.46% | 59 |
|
|
2018
Q2 | $3.54M | Buy |
60,998
+1,526
| +3% | +$88.6K | 0.49% | 55 |
|
|
2018
Q1 | $3.39M | Buy |
59,472
+1,241
| +2% | +$70.7K | 0.48% | 60 |
|
|
2017
Q4 | $3.53M | Buy |
58,231
+977
| +2% | +$59.1K | 0.5% | 62 |
|
|
2017
Q3 | $3.25M | Buy |
+57,254
| New | +$3.25M | 0.53% | 57 |
|
|
2017
Q2 | – | Sell |
-65,804
| Closed | -$3.45M | – | 81 |
|
|
2017
Q1 | $3.45M | Buy |
65,804
+2,111
| +3% | +$111K | 0.55% | 57 |
|
|
2016
Q4 | $3.17M | Buy |
+63,693
| New | +$3.17M | 0.6% | 53 |
|