Tradition Wealth Management’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
Q1 | – | Sell |
-543
| Closed | -$46K | – | 1207 |
|
|
2023
Q4 | $46K | Hold |
543
| – | – | ﹤0.01% | 652 |
|
|
2023
Q3 | $43K | Buy |
543
+50
| +10% | +$3.96K | 0.01% | 641 |
|
|
2023
Q2 | $41K | Buy |
493
+350
| +245% | +$29.1K | ﹤0.01% | 693 |
|
|
2023
Q1 | $12K | Hold |
143
| – | – | ﹤0.01% | 973 |
|
|
2022
Q4 | $11K | Hold |
143
| – | – | ﹤0.01% | 896 |
|
|
2022
Q3 | $10K | Sell |
143
-4
| -3% | -$280 | ﹤0.01% | 935 |
|
|
2022
Q2 | $11K | Hold |
147
| – | – | ﹤0.01% | 809 |
|
|
2022
Q1 | $13K | Hold |
147
| – | – | ﹤0.01% | 839 |
|
|
2021
Q4 | $13K | Hold |
147
| – | – | ﹤0.01% | 854 |
|
|
2021
Q3 | $12K | Sell |
147
-200
| -58% | -$16.3K | ﹤0.01% | 871 |
|
|
2021
Q2 | $29K | Buy |
347
+200
| +136% | +$16.7K | ﹤0.01% | 673 |
|
|
2021
Q1 | $12K | Buy |
147
+144
| +4,800% | +$11.8K | ﹤0.01% | 751 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1078 |
|