Summit Financial Group’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
2024
Q1
$213K Sell
2023
Q4
$239K Sell
2023
Q3
$268K Sell
2023
Q2
$380K Hold
2023
Q1
$369K Hold
2022
Q4
$356K Buy
2022
Q3
$309K Hold
2022
Q2
$335K Buy
2022
Q1
$391K Buy