Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,196
| Closed | -$991K | – | 235 |
|
|
2022
Q1 | $991K | Buy |
11,196
+3,181
| +40% | +$282K | 0.18% | 109 |
|
|
2021
Q4 | $726K | Sell |
8,015
-189
| -2% | -$17.1K | 0.13% | 128 |
|
|
2021
Q3 | $659K | Sell |
8,204
-50
| -0.6% | -$4.02K | 0.14% | 134 |
|
|
2021
Q2 | $679K | Buy |
8,254
+1,979
| +32% | +$163K | 0.15% | 132 |
|
|
2021
Q1 | $494K | Buy |
+6,275
| New | +$494K | 0.12% | 139 |
|