Private Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $447K | Buy |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Sell |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $347K | Buy |
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