Wealthspire Advisors (New York)’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
Q4 | – | Sell |
-2,204
| Closed | -$212K | – | 841 |
|
|
2024
Q3 | $212K | Buy |
+2,204
| New | +$212K | ﹤0.01% | 696 |
|
|
2024
Q1 | – | Sell |
-2,561
| Closed | -$219K | – | 674 |
|
|
2023
Q4 | $219K | Buy |
+2,561
| New | +$219K | ﹤0.01% | 593 |
|
|
2019
Q1 | – | Sell |
-64
| Closed | -$3K | – | 812 |
|
|
2018
Q4 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 726 |
|