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