SW
SkyOak Wealth’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-64,765
| Closed | -$5.33M | – | 252 |
|
|
2021
Q2 | $5.33M | Buy |
+64,765
| New | +$5.33M | 1.43% | 15 |
|
|
2021
Q1 | – | Sell |
-71,853
| Closed | -$5.2M | – | 251 |
|
|
2020
Q4 | $5.2M | Buy |
71,853
+23,343
| +48% | +$1.69M | 1.62% | 13 |
|
|
2020
Q3 | $3.09M | Buy |
+48,510
| New | +$3.09M | 1.11% | 24 |
|
|
2020
Q1 | – | Sell |
-87,163
| Closed | -$5.35M | – | 319 |
|
|
2019
Q4 | $5.35M | Buy |
+87,163
| New | +$5.35M | 1.66% | 8 |
|