Wilson & Boucher Capital 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 | $1.37M | Hold |
15,617
| – | – | 0.96% | 27 |
|
2025
Q1 | $1.34M | Sell |
15,617
-751
| -5% | -$64.6K | 1% | 26 |
|
2024
Q4 | $1.38M | Sell |
16,368
-50
| -0.3% | -$4.21K | 0.98% | 26 |
|
2024
Q3 | $1.58M | Sell |
16,418
-700
| -4% | -$67.5K | 1.09% | 22 |
|
2024
Q2 | $1.51M | Buy |
17,118
+500
| +3% | +$44.2K | 1.16% | 22 |
|
2024
Q1 | $1.54M | Sell |
16,618
-1,365
| -8% | -$127K | 1.22% | 23 |
|
2023
Q4 | $1.54M | Hold |
17,983
| – | – | 1.3% | 21 |
|
2023
Q3 | $1.41M | Buy |
17,983
+650
| +4% | +$51.1K | 1.34% | 20 |
|
2023
Q2 | $1.44M | Sell |
17,333
-390
| -2% | -$32.3K | 1.29% | 22 |
|
2023
Q1 | $1.43M | Sell |
17,723
-100
| -0.6% | -$8.07K | 1.37% | 21 |
|
2022
Q4 | $1.38M | Sell |
17,823
-500
| -3% | -$38.8K | 1.42% | 23 |
|
2022
Q3 | $1.25M | Hold |
18,323
| – | – | 1.45% | 20 |
|
2022
Q2 | $1.35M | Sell |
18,323
-100
| -0.5% | -$7.36K | 1.48% | 19 |
|
2022
Q1 | $1.62M | Buy |
18,423
+1,610
| +10% | +$142K | 1.47% | 18 |
|
2021
Q4 | $1.52M | Buy |
+16,813
| New | +$1.52M | 1.37% | 19 |
|