VisionPoint Advisory Group’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
Q3 | – | Sell |
-116
| Closed | -$10.2K | – | 800 |
|
|
2024
Q2 | $10.2K | Buy |
+116
| New | +$10.2K | ﹤0.01% | 491 |
|
|
2022
Q1 | – | Sell |
-7,565
| Closed | -$629K | – | 106 |
|
|
2021
Q4 | $629K | Buy |
7,565
+572
| +8% | +$47.6K | 0.28% | 63 |
|
|
2021
Q3 | $614K | Sell |
6,993
-2,092
| -23% | -$184K | 0.27% | 62 |
|
|
2021
Q2 | $748K | Buy |
+9,085
| New | +$748K | 0.33% | 63 |
|