WESPAC Advisors SoCal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,349
| Closed | -$835K | – | 84 |
|
|
2022
Q2 | $835K | Buy |
11,349
+108
| +1% | +$7.95K | 0.32% | 47 |
|
|
2022
Q1 | $991K | Buy |
11,241
+151
| +1% | +$13.3K | 0.31% | 52 |
|
|
2021
Q4 | $951K | Buy |
11,090
+255
| +2% | +$21.9K | 0.29% | 53 |
|
|
2021
Q3 | $875K | Buy |
10,835
+100
| +0.9% | +$8.08K | 0.29% | 54 |
|
|
2021
Q2 | $884K | Buy |
+10,735
| New | +$884K | 0.29% | 53 |
|