Soltis Investment 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
2024
Q3
Sell
-2,271
Closed -$201K 379
2024
Q2
$201K Sell
2,271
-427
-16% -$37.7K 0.02% 317
2024
Q1
$251K Buy
2,698
+214
+9% +$19.9K 0.03% 262
2023
Q4
$213K Buy
+2,484
New +$213K 0.02% 270