Selective Wealth Management’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 | – | Sell |
-1,183
| Closed | -$80K | – | 741 |
|
|
2022
Q3 | $80K | Buy |
1,183
+6
| +0.5% | +$406 | 0.03% | 237 |
|
|
2022
Q2 | $87K | Buy |
1,177
+1,077
| +1,077% | +$79.6K | 0.03% | 243 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 547 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 461 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | 0.01% | 379 |
|
|
2021
Q1 | $8K | Sell |
100
-100
| -50% | -$8K | 0.01% | 281 |
|
|
2020
Q4 | $14K | Buy |
200
+100
| +100% | +$7K | 0.01% | 214 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 243 |
|
|
2020
Q2 | $6K | Buy |
+100
| New | +$6K | 0.01% | 293 |
|