SFMG Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-9,552
Closed -$277K 161
2018
Q2
$277K Hold
9,552
0.04% 110
2018
Q1
$272K Hold
9,552
0.05% 110
2017
Q4
$289K Sell
9,552
-244
-2% -$7.18K 0.05% 109
2017
Q3
$278K Hold
9,796
0.05% 103
2017
Q2
$264K Buy
9,796
+244
+3% +$6.48K 0.05% 104
2017
Q1
$250K Buy
+9,552
New +$248K 0.05% 103
2014
Q3
Sell
-546,036
Closed -$13.6M 96
2014
Q2
$13.6M Sell
546,036
-42
-0% -$1.01K 4.66% 7
2014
Q1
$12.9M Buy
+546,078
New +$12.6M 4.35% 9
2013
Q4
Sell
-480,136
Closed -$10.1M 81
2013
Q3
$10.1M Buy
+480,136
New +$9.82M 4.04% 10

Other funds holding XLB