Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,699
| Closed | -$227K | – | 349 |
|
|
2019
Q4 | $227K | Buy |
3,699
+96
| +3% | +$5.89K | 0.03% | 319 |
|
|
2019
Q3 | $212K | Sell |
3,603
-126
| -3% | -$7.41K | 0.03% | 317 |
|
|
2019
Q2 | $218K | Buy |
3,729
+9
| +0.2% | +$526 | 0.03% | 322 |
|
|
2019
Q1 | $206K | Buy |
+3,720
| New | +$206K | 0.03% | 325 |
|
|
2018
Q4 | – | Sell |
-3,705
| Closed | -$215K | – | 349 |
|
|
2018
Q3 | $215K | Buy |
3,705
+9
| +0.2% | +$522 | 0.03% | 330 |
|
|
2018
Q2 | $215K | Sell |
3,696
-11
| -0.3% | -$640 | 0.03% | 324 |
|
|
2018
Q1 | $211K | Sell |
3,707
-51
| -1% | -$2.9K | 0.03% | 322 |
|
|
2017
Q4 | $227K | Buy |
+3,758
| New | +$227K | 0.03% | 312 |
|