Valley Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.9K | Hold |
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|
2025
Q2 | $22.4K | Buy |
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|
2025
Q1 | $19.1K | Sell |
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|
2024
Q4 | $76.5K | Hold |
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|
2024
Q3 | $87.6K | Sell |
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|
2024
Q2 | $89K | Sell |
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|
2024
Q1 | $117K | Hold |
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|
2023
Q4 | $107K | Hold |
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|
2023
Q3 | $98.6K | Hold |
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|
2023
Q2 | $104K | Sell |
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|
2023
Q1 | $103K | Sell |
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|
2022
Q4 | $137K | Hold |
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|
2022
Q3 | $120K | Buy |
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|
2022
Q2 | $114K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Buy |
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