Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6K | Hold |
300
| – | – | ﹤0.01% | 592 |
|
|
2025
Q1 | $25.8K | Hold |
300
| – | – | 0.01% | 515 |
|
|
2024
Q4 | $25.2K | Sell |
300
-50
| -14% | -$4.21K | 0.01% | 520 |
|
|
2024
Q3 | $33K | Hold |
350
| – | – | 0.01% | 473 |
|
|
2024
Q2 | $30.9K | Hold |
350
| – | – | 0.01% | 460 |
|
|
2024
Q1 | $32.5K | Hold |
350
| – | – | 0.01% | 440 |
|
|
2023
Q4 | $29.9K | Hold |
350
| – | – | 0.01% | 438 |
|
|
2023
Q3 | $27.5K | Hold |
350
| – | – | 0.01% | 440 |
|
|
2023
Q2 | $29.1K | Hold |
350
| – | – | 0.01% | 440 |
|
|
2023
Q1 | $28.2K | Hold |
350
| – | – | 0.01% | 447 |
|
|
2022
Q4 | $11.7K | Buy |
350
+50
| +17% | +$1.67K | 0.03% | 186 |
|
|
2022
Q3 | $6.81K | Hold |
300
| – | – | 0.02% | 215 |
|
|
2022
Q2 | $8.92K | Hold |
300
| – | – | 0.02% | 199 |
|
|
2022
Q1 | $8.93K | Hold |
300
| – | – | 0.02% | 197 |
|
|
2021
Q4 | $8.06K | Hold |
300
| – | – | 0.02% | 193 |
|
|
2021
Q3 | $8.05K | Hold |
300
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $8.25K | Hold |
300
| – | – | 0.02% | 192 |
|
|
2021
Q1 | $7.9K | Buy |
300
+100
| +50% | +$2.63K | 0.02% | 182 |
|
|
2020
Q4 | $14 | Hold |
200
| – | – | ﹤0.01% | 474 |
|
|
2020
Q3 | $12 | Hold |
200
| – | – | ﹤0.01% | 484 |
|
|
2020
Q2 | $11 | Hold |
200
| – | – | ﹤0.01% | 477 |
|
|
2020
Q1 | $9 | Buy |
+200
| New | +$9 | ﹤0.01% | 486 |
|
|
2019
Q2 | $11 | Buy |
+200
| New | +$11 | ﹤0.01% | 468 |
|
|
2018
Q4 | $10.1K | Hold |
200
| – | – | ﹤0.01% | 469 |
|
|
2018
Q3 | $11.7K | Hold |
200
| – | – | ﹤0.01% | 464 |
|
|
2018
Q2 | $11.6K | Hold |
200
| – | – | ﹤0.01% | 530 |
|
|
2018
Q1 | $11.1K | Hold |
200
| – | – | 0.01% | 519 |
|
|
2017
Q4 | $12.6K | Hold |
200
| – | – | 0.01% | 515 |
|
|
2017
Q3 | $11.6K | Hold |
200
| – | – | 0.01% | 515 |
|
|
2017
Q2 | $10.9K | Hold |
200
| – | – | 0.01% | 518 |
|
|
2017
Q1 | $10.5K | Buy |
+200
| New | +$10.5K | 0.01% | 488 |
|