SteelPeak Wealth’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
Q4 | – | Sell |
-35,002
| Closed | -$3.37M | – | 546 |
|
|
2024
Q3 | $3.37M | Buy |
35,002
+3,357
| +11% | +$324K | 0.15% | 111 |
|
|
2024
Q2 | $2.79M | Buy |
31,645
+17,748
| +128% | +$1.57M | 0.13% | 127 |
|
|
2024
Q1 | $1.29M | Buy |
+13,897
| New | +$1.29M | 0.07% | 191 |
|
|
2023
Q2 | – | Sell |
-15,562
| Closed | -$1.26M | – | 447 |
|
|
2023
Q1 | $1.26M | Sell |
15,562
-23,610
| -60% | -$1.9M | 0.09% | 154 |
|
|
2022
Q4 | $3.04M | Buy |
+39,172
| New | +$3.04M | 0.22% | 94 |
|