The Family Firm’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $120K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Sell |
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|
2018
Q2 | $261K | Buy |
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|
2018
Q1 | $210K | Buy |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $209K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $223K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $204K | Buy |
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