Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.97K | Hold |
64
| – | – | ﹤0.01% | 803 |
|
|
2022
Q3 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 824 |
|
|
2021
Q3 | – | Sell |
-127
| Closed | -$10K | – | 1000 |
|
|
2021
Q2 | $10K | Buy |
+127
| New | +$10K | ﹤0.01% | 716 |
|
|
2020
Q4 | – | Sell |
-3,679
| Closed | -$234K | – | 920 |
|
|
2020
Q3 | $234K | Buy |
+3,679
| New | +$234K | 0.02% | 195 |
|
|
2018
Q2 | – | Sell |
-183
| Closed | -$10K | – | 808 |
|
|
2018
Q1 | $10K | Sell |
183
-2,621
| -93% | -$143K | ﹤0.01% | 584 |
|
|
2017
Q4 | $170K | Buy |
2,804
+851
| +44% | +$51.6K | 0.02% | 233 |
|
|
2017
Q3 | $111K | Buy |
1,953
+1,843
| +1,675% | +$105K | 0.01% | 275 |
|
|
2017
Q2 | $6K | Sell |
110
-982
| -90% | -$53.6K | ﹤0.01% | 646 |
|
|
2017
Q1 | $57K | Buy |
+1,092
| New | +$57K | 0.01% | 342 |
|