Whalen Wealth 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 | $302K | Buy |
+3,443
| New | +$302K | 0.19% | 138 |
|
|
2024
Q4 | – | Sell |
-31,888
| Closed | -$3.07M | – | 178 |
|
|
2024
Q3 | $3.07M | Buy |
31,888
+6,427
| +25% | +$619K | 2.17% | 10 |
|
|
2024
Q2 | $2.25M | Buy |
25,461
+261
| +1% | +$23K | 1.78% | 14 |
|
|
2024
Q1 | $2.34M | Buy |
25,200
+14,594
| +138% | +$1.36M | 1.73% | 8 |
|
|
2023
Q4 | $907K | Buy |
+10,606
| New | +$907K | 0.82% | 30 |
|