True Link Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,574
| Closed | -$143K | – | 285 |
|
|
2021
Q4 | $143K | Sell |
1,574
-35
| -2% | -$3.18K | 0.02% | 313 |
|
|
2021
Q3 | $127K | Hold |
1,609
| – | – | 0.02% | 312 |
|
|
2021
Q2 | $132K | Sell |
1,609
-1,011
| -39% | -$82.9K | 0.02% | 268 |
|
|
2021
Q1 | $206K | Hold |
2,620
| – | – | 0.03% | 240 |
|
|
2020
Q4 | $190K | Buy |
+2,620
| New | +$190K | 0.03% | 272 |
|