SAG
SageView Advisory Group’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,830
| Closed | -$372K | – | 816 |
|
|
2024
Q1 | $372K | Buy |
8,830
+3,863
| +78% | +$163K | 0.02% | 375 |
|
|
2023
Q4 | $414K | Sell |
4,967
-13,001
| -72% | -$1.08M | 0.02% | 437 |
|
|
2023
Q3 | $1.41M | Buy |
17,968
+727
| +4% | +$57.1K | 0.08% | 160 |
|
|
2023
Q2 | $1.43M | Buy |
17,241
+2,734
| +19% | +$227K | 0.08% | 173 |
|
|
2023
Q1 | $1.17M | Buy |
14,507
+8,611
| +146% | +$695K | 0.07% | 179 |
|
|
2022
Q4 | $458K | Buy |
+5,896
| New | +$458K | 0.04% | 251 |
|