Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,642
| Closed | -$447K | – | 131 |
|
|
2024
Q3 | $447K | Sell |
4,642
-2,675
| -37% | -$258K | 0.23% | 78 |
|
|
2024
Q2 | $646K | Buy |
+7,317
| New | +$646K | 0.36% | 51 |
|
|
2024
Q1 | – | Sell |
-11,197
| Closed | -$958K | – | 114 |
|
|
2023
Q4 | $958K | Buy |
+11,197
| New | +$958K | 0.56% | 35 |
|
|
2023
Q3 | – | Sell |
-6,437
| Closed | -$533K | – | 106 |
|
|
2023
Q2 | $533K | Buy |
+6,437
| New | +$533K | 0.29% | 62 |
|