SSWM
Sheets Smith Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-326
| Closed | -$25.6K | – | 508 |
|
|
2023
Q3 | $25.6K | Buy |
+326
| New | +$25.6K | ﹤0.01% | 421 |
|
|
2014
Q4 | – | Sell |
-4,476
| Closed | -$222K | – | 279 |
|
|
2014
Q3 | $222K | Sell |
4,476
-852
| -16% | -$42.3K | 0.06% | 217 |
|
|
2014
Q2 | $264K | Sell |
5,328
-3,182
| -37% | -$158K | 0.07% | 212 |
|
|
2014
Q1 | $402K | Buy |
8,510
+3
| +0% | +$142 | 0.11% | 187 |
|
|
2013
Q4 | $393K | Sell |
8,507
-1,245
| -13% | -$57.5K | 0.11% | 196 |
|
|
2013
Q3 | $410K | Hold |
9,752
| – | – | 0.13% | 177 |
|
|
2013
Q2 | $374K | Buy |
+9,752
| New | +$374K | 0.13% | 186 |
|