Advocacy Wealth Management Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-227
Closed -$16K 144
2022
Q3
$16K Buy
227
+54
+31% +$3.96K ﹤0.01% 91
2022
Q2
$12K Hold
173
﹤0.01% 97
2022
Q1
$13K Sell
173
-5
-3% -$377 ﹤0.01% 103
2021
Q4
$14K Buy
178
+5
+3% +$362 ﹤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 +$10.1K ﹤0.01% 112
2020
Q1
Sell
-198
Closed -$12K 145
2019
Q4
$12K Sell
198
-9
-4% -$554 ﹤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 +$11.4K ﹤0.01% 186
2017
Q2
Sell
-207
Closed -$11K 304
2017
Q1
$11K Sell
207
-15
-7% -$806 ﹤0.01% 198
2016
Q4
$11K Hold
222
﹤0.01% 190
2016
Q3
$12K Sell
222
-337
-60% -$18.4K ﹤0.01% 255
2016
Q2
$31K Sell
559
-33
-6% -$1.75K 0.02% 187
2016
Q1
$31K Buy
592
+274
+86% +$13.9K 0.02% 232
2015
Q4
$16K Buy
+318
New +$15.8K 0.02% 299
2013
Q3
Sell
-39
Closed -$2K 315
2013
Q2
$2K Buy
+39
New +$1.59K 0.01% 236

Other funds holding XLP