WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.27K | Hold |
27
| – | – | ﹤0.01% | 836 |
|
|
2024
Q3 | $2.6K | Hold |
27
| – | – | ﹤0.01% | 853 |
|
|
2024
Q2 | $2.38K | Hold |
27
| – | – | ﹤0.01% | 857 |
|
|
2024
Q1 | $2.51K | Buy |
+27
| New | +$2.51K | ﹤0.01% | 835 |
|
|
2023
Q4 | – | Sell |
-357
| Closed | -$28K | – | 872 |
|
|
2023
Q3 | $28K | Hold |
357
| – | – | 0.01% | 388 |
|
|
2023
Q2 | $29.6K | Buy |
357
+282
| +376% | +$23.4K | 0.01% | 384 |
|
|
2023
Q1 | $6.05K | Buy |
75
+51
| +213% | +$4.11K | ﹤0.01% | 652 |
|
|
2022
Q4 | $1.86K | Hold |
24
| – | – | ﹤0.01% | 395 |
|
|
2022
Q3 | $1.63K | Hold |
24
| – | – | ﹤0.01% | 399 |
|
|
2022
Q2 | $1.77K | Hold |
24
| – | – | ﹤0.01% | 423 |
|
|
2022
Q1 | $2.12K | Buy |
+24
| New | +$2.12K | ﹤0.01% | 426 |
|