Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
19,325
-1,837
| -9% | -$168K | ﹤0.01% | 1420 |
|
|
2025
Q1 | $1.82M | Sell |
21,162
-3,750
| -15% | -$322K | ﹤0.01% | 1294 |
|
|
2024
Q4 | $2.1M | Buy |
24,912
+1,703
| +7% | +$143K | ﹤0.01% | 1163 |
|
|
2024
Q3 | $2.24M | Sell |
23,209
-5,168
| -18% | -$498K | ﹤0.01% | 999 |
|
|
2024
Q2 | $2.51M | Buy |
28,377
+127
| +0.4% | +$11.2K | 0.01% | 900 |
|
|
2024
Q1 | $2.62M | Sell |
28,250
-224
| -0.8% | -$20.8K | 0.01% | 854 |
|
|
2023
Q4 | $2.44M | Buy |
28,474
+4,802
| +20% | +$411K | 0.01% | 845 |
|
|
2023
Q3 | $1.86M | Buy |
23,672
+21,154
| +840% | +$1.66M | 0.01% | 886 |
|
|
2023
Q2 | $209K | Sell |
2,518
-829
| -25% | -$68.7K | ﹤0.01% | 495 |
|
|
2023
Q1 | $270K | Buy |
3,347
+705
| +27% | +$56.9K | ﹤0.01% | 459 |
|
|
2022
Q4 | $219K | Buy |
+2,642
| New | +$219K | ﹤0.01% | 312 |
|