Altium Wealth Management’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
Q2 | – | Sell |
-3,232
| Closed | -$245K | – | 396 |
|
|
2022
Q1 | $245K | Hold |
3,232
| – | – | 0.02% | 339 |
|
|
2021
Q4 | $249K | Sell |
3,232
-3
| -0.1% | -$231 | 0.02% | 340 |
|
|
2021
Q3 | $223K | Sell |
3,235
-2,927
| -48% | -$202K | 0.02% | 345 |
|
|
2021
Q2 | $431K | Hold |
6,162
| – | – | 0.03% | 255 |
|
|
2021
Q1 | $421K | Buy |
+6,162
| New | +$421K | 0.03% | 250 |
|
|
2020
Q1 | – | Sell |
-43,045
| Closed | -$2.71M | – | 366 |
|
|
2019
Q4 | $2.71M | Buy |
43,045
+509
| +1% | +$32.1K | 0.32% | 42 |
|
|
2019
Q3 | $2.61M | Buy |
42,536
+436
| +1% | +$26.8K | 0.35% | 38 |
|
|
2019
Q2 | $2.45M | Buy |
+42,100
| New | +$2.45M | 0.35% | 37 |
|