Premier Path Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
20,111
+600
| +3% | +$52.7K | 0.25% | 96 |
|
|
2025
Q1 | $1.68M | Sell |
19,511
-2,025
| -9% | -$174K | 0.26% | 89 |
|
|
2024
Q4 | $1.81M | Buy |
21,536
+866
| +4% | +$72.9K | 0.28% | 85 |
|
|
2024
Q3 | $1.99M | Buy |
20,670
+626
| +3% | +$60.3K | 0.31% | 75 |
|
|
2024
Q2 | $1.77M | Buy |
20,044
+496
| +3% | +$43.8K | 0.3% | 79 |
|
|
2024
Q1 | $1.81M | Buy |
19,548
+2,963
| +18% | +$275K | 0.34% | 75 |
|
|
2023
Q4 | $1.44M | Buy |
+16,585
| New | +$1.44M | 0.32% | 76 |
|