Sarah T. Connolly’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
2023
Q3
Sell
-17,762
Closed -$1.47M 95
2023
Q2
$1.47M Sell
17,762
-88
-0.5% -$7.29K 0.89% 43
2023
Q1
$1.44M Buy
17,850
+2,680
+18% +$216K 0.91% 45
2022
Q4
$1.18M Buy
15,170
+1,395
+10% +$108K 0.8% 45
2022
Q3
$937K Buy
+13,775
New +$937K 0.69% 57