Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
4,351
-59
| -1% | -$5.18K | ﹤0.01% | 1128 |
|
|
2025
Q1 | $379K | Sell |
4,410
-320
| -7% | -$27.5K | ﹤0.01% | 961 |
|
|
2024
Q4 | $398K | Buy |
4,730
+254
| +6% | +$21.4K | ﹤0.01% | 889 |
|
|
2024
Q3 | $431K | Buy |
4,476
+1,155
| +35% | +$111K | ﹤0.01% | 808 |
|
|
2024
Q2 | $293K | Sell |
3,321
-3
| -0.1% | -$265 | ﹤0.01% | 898 |
|
|
2024
Q1 | $309K | Sell |
3,324
-48
| -1% | -$4.46K | ﹤0.01% | 846 |
|
|
2023
Q4 | $288K | Buy |
3,372
+337
| +11% | +$28.8K | ﹤0.01% | 948 |
|
|
2023
Q3 | $238K | Sell |
3,035
-196
| -6% | -$15.4K | ﹤0.01% | 782 |
|
|
2023
Q2 | $268K | Buy |
+3,231
| New | +$268K | ﹤0.01% | 741 |
|
|
2017
Q2 | – | Sell |
-5,040
| Closed | -$264K | – | 303 |
|
|
2017
Q1 | $264K | Hold |
5,040
| – | – | 0.03% | 222 |
|
|
2016
Q4 | $250K | Buy |
+5,040
| New | +$250K | 0.04% | 228 |
|