Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
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|
2025
Q1 | $615K | Sell |
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|
2024
Q4 | $639K | Sell |
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|
2024
Q3 | $863K | Sell |
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|
2024
Q2 | $802K | Sell |
|
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|
2024
Q1 | $1.92M | Buy |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $6.11M | Buy |
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|
2023
Q1 | $5.4M | Buy |
|
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|
2022
Q4 | $917K | Sell |
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|
2022
Q3 | $881K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $965K | Buy |
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|
2021
Q2 | $997K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $903K | Buy |
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|
2020
Q3 | $682K | Sell |
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|
2020
Q2 | $764K | Sell |
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|
2020
Q1 | $781K | Buy |
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|
2019
Q4 | $410K | Buy |
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|
2019
Q3 | $364K | Buy |
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