Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $441K | Buy |
+5,674
| New | +$441K | ﹤0.01% | 323 |
|
|
2022
Q3 | – | Sell |
-5,424
| Closed | -$399K | – | 472 |
|
|
2022
Q2 | $399K | Buy |
5,424
+1,773
| +49% | +$130K | ﹤0.01% | 301 |
|
|
2022
Q1 | $322K | Sell |
3,651
-91
| -2% | -$8.03K | ﹤0.01% | 373 |
|
|
2021
Q4 | $340K | Sell |
3,742
-233
| -6% | -$21.2K | ﹤0.01% | 412 |
|
|
2021
Q3 | $314K | Buy |
+3,975
| New | +$314K | ﹤0.01% | 393 |
|
|
2020
Q4 | – | Sell |
-61,790
| Closed | -$3.93M | – | 471 |
|
|
2020
Q3 | $3.93M | Buy |
+61,790
| New | +$3.93M | 0.03% | 194 |
|