TWM
Torch Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $417K | Buy |
6,805
+200
| +3% | +$12.3K | 0.23% | 78 |
|
|
2019
Q3 | $384K | Sell |
6,605
-400
| -6% | -$23.3K | 0.23% | 77 |
|
|
2019
Q2 | $410K | Sell |
7,005
-175
| -2% | -$10.2K | 0.25% | 75 |
|
|
2019
Q1 | $398K | Buy |
7,180
+450
| +7% | +$24.9K | 0.25% | 75 |
|
|
2018
Q4 | $340K | Buy |
6,730
+2,650
| +65% | +$134K | 0.24% | 76 |
|
|
2018
Q3 | $236K | Sell |
4,080
-30
| -0.7% | -$1.74K | 0.14% | 96 |
|
|
2018
Q2 | $239K | Buy |
+4,110
| New | +$239K | 0.15% | 93 |
|
|
2014
Q3 | – | Sell |
-1,750
| Closed | -$87K | – | 235 |
|
|
2014
Q2 | $87K | Buy |
1,750
+50
| +3% | +$2.49K | 0.06% | 133 |
|
|
2014
Q1 | $80K | Hold |
1,700
| – | – | 0.06% | 126 |
|
|
2013
Q4 | $79K | Buy |
+1,700
| New | +$79K | 0.06% | 118 |
|