Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,381
| Closed | -$77K | – | 2120 |
|
|
2019
Q1 | $77K | Hold |
1,381
| – | – | 0.01% | 734 |
|
|
2018
Q4 | $70K | Sell |
1,381
-19
| -1% | -$963 | 0.01% | 728 |
|
|
2018
Q3 | $81K | Hold |
1,400
| – | – | 0.01% | 774 |
|
|
2018
Q2 | $81K | Buy |
1,400
+19
| +1% | +$1.1K | 0.01% | 788 |
|
|
2018
Q1 | $79K | Sell |
1,381
-126
| -8% | -$7.21K | 0.01% | 806 |
|
|
2017
Q4 | $91K | Hold |
1,507
| – | – | 0.01% | 755 |
|
|
2017
Q3 | $86K | Hold |
1,507
| – | – | 0.01% | 773 |
|
|
2017
Q2 | $81K | Buy |
1,507
+196
| +15% | +$10.5K | 0.01% | 770 |
|
|
2017
Q1 | $69K | Hold |
1,311
| – | – | 0.01% | 712 |
|
|
2016
Q4 | $65K | Hold |
1,311
| – | – | 0.01% | 704 |
|
|
2016
Q3 | $63K | Buy |
1,311
+1,066
| +435% | +$51.2K | 0.01% | 716 |
|
|
2016
Q2 | $11K | Hold |
245
| – | – | ﹤0.01% | 1188 |
|
|
2016
Q1 | $11K | Hold |
245
| – | – | ﹤0.01% | 1166 |
|
|
2015
Q4 | $11K | Buy |
+245
| New | +$11K | ﹤0.01% | 1179 |
|