Advocacy Wealth Management Services’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-227
| Closed | -$16K | – | 144 |
|
2022
Q3 | $16K | Buy |
227
+54
| +31% | +$3.81K | ﹤0.01% | 91 |
|
2022
Q2 | $12K | Hold |
173
| – | – | ﹤0.01% | 97 |
|
2022
Q1 | $13K | Sell |
173
-5
| -3% | -$376 | ﹤0.01% | 103 |
|
2021
Q4 | $14K | Buy |
178
+5
| +3% | +$393 | ﹤0.01% | 115 |
|
2021
Q3 | $12K | Hold |
173
| – | – | ﹤0.01% | 116 |
|
2021
Q2 | $12K | Hold |
173
| – | – | ﹤0.01% | 132 |
|
2021
Q1 | $12K | Hold |
173
| – | – | ﹤0.01% | 115 |
|
2020
Q4 | $12K | Hold |
173
| – | – | ﹤0.01% | 112 |
|
2020
Q3 | $11K | Hold |
173
| – | – | ﹤0.01% | 112 |
|
2020
Q2 | $10K | Buy |
+173
| New | +$10K | ﹤0.01% | 112 |
|
2020
Q1 | – | Sell |
-198
| Closed | -$12K | – | 145 |
|
2019
Q4 | $12K | Sell |
198
-9
| -4% | -$545 | ﹤0.01% | 120 |
|
2019
Q3 | $13K | Hold |
207
| – | – | 0.01% | 116 |
|
2019
Q2 | $12K | Hold |
207
| – | – | 0.01% | 122 |
|
2019
Q1 | $12K | Hold |
207
| – | – | 0.01% | 103 |
|
2018
Q4 | $11K | Hold |
207
| – | – | 0.01% | 114 |
|
2018
Q3 | $11K | Hold |
207
| – | – | 0.01% | 126 |
|
2018
Q2 | $11K | Hold |
207
| – | – | 0.01% | 127 |
|
2018
Q1 | $11K | Hold |
207
| – | – | 0.01% | 132 |
|
2017
Q4 | $12K | Hold |
207
| – | – | 0.01% | 146 |
|
2017
Q3 | $11K | Buy |
+207
| New | +$11K | ﹤0.01% | 186 |
|
2017
Q2 | – | Sell |
-207
| Closed | -$11K | – | 304 |
|
2017
Q1 | $11K | Sell |
207
-15
| -7% | -$797 | ﹤0.01% | 198 |
|
2016
Q4 | $11K | Hold |
222
| – | – | ﹤0.01% | 190 |
|
2016
Q3 | $12K | Sell |
222
-337
| -60% | -$18.2K | ﹤0.01% | 255 |
|
2016
Q2 | $31K | Sell |
559
-33
| -6% | -$1.83K | 0.02% | 187 |
|
2016
Q1 | $31K | Buy |
592
+274
| +86% | +$14.3K | 0.02% | 232 |
|
2015
Q4 | $16K | Buy |
+318
| New | +$16K | 0.02% | 299 |
|
2013
Q3 | – | Sell |
-39
| Closed | -$2K | – | 315 |
|
2013
Q2 | $2K | Buy |
+39
| New | +$2K | 0.01% | 236 |
|