WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-337
| Closed | -$27.9K | – | 1193 |
|
|
2023
Q2 | $27.9K | Sell |
337
-65
| -16% | -$5.38K | ﹤0.01% | 613 |
|
|
2023
Q1 | $32.5K | Buy |
+402
| New | +$32.5K | ﹤0.01% | 634 |
|
|
2016
Q3 | $51.7K | Hold |
1,098
| – | – | 0.02% | 328 |
|
|
2016
Q2 | $43.2K | Buy |
+1,098
| New | +$43.2K | 0.01% | 984 |
|
|
2015
Q4 | $43.8K | Buy |
+1,008
| New | +$43.8K | 0.01% | 665 |
|