TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-129
| Closed | -$5K | – | 760 |
|
|
2020
Q1 | $5K | Sell |
129
-3
| -2% | -$116 | ﹤0.01% | 531 |
|
|
2019
Q4 | $8K | Buy |
+132
| New | +$8K | ﹤0.01% | 632 |
|
|
2019
Q3 | – | Sell |
-132
| Closed | -$7K | – | 728 |
|
|
2019
Q2 | $7K | Buy |
+132
| New | +$7K | ﹤0.01% | 598 |
|
|
2018
Q4 | – | Sell |
-1,975
| Closed | -$114K | – | 927 |
|
|
2018
Q3 | $114K | Buy |
+1,975
| New | +$114K | 0.02% | 332 |
|