West Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,852
| Closed | -$1.68M | – | 204 |
|
|
2023
Q1 | $1.68M | Buy |
+20,852
| New | +$1.68M | 0.44% | 22 |
|
|
2022
Q3 | – | Sell |
-19,776
| Closed | -$1.46M | – | 194 |
|
|
2022
Q2 | $1.46M | Buy |
+19,776
| New | +$1.46M | 0.42% | 24 |
|
|
2022
Q1 | – | Sell |
-598
| Closed | -$54K | – | 197 |
|
|
2021
Q4 | $54K | Hold |
598
| – | – | 0.01% | 106 |
|
|
2021
Q3 | $47K | Hold |
598
| – | – | 0.01% | 98 |
|
|
2021
Q2 | $49K | Buy |
+598
| New | +$49K | 0.02% | 91 |
|
|
2021
Q1 | – | Sell |
-7,341
| Closed | -$531K | – | 162 |
|
|
2020
Q4 | $531K | Buy |
+7,341
| New | +$531K | 0.19% | 26 |
|