Appleton Group’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
2023 Q1	–	Sell	-2,697	Closed	-$201K	–	50
2022 Q4	$201K	Buy	+2,697	New	+$197K	0.29%	40
2022 Q1	–	Sell	-3,860	Closed	-$298K	–	60
2021 Q4	$298K	Buy	+3,860	New	+$280K	0.3%	42
2021 Q2	–	Sell	-3,988	Closed	-$272K	–	55
2021 Q1	$272K	Buy	3,988 +487	+14%	+$32K	0.36%	42
2020 Q4	$236K	Hold	3,501	–	–	0.23%	33
2020 Q3	$224K	Sell	3,501 -1,492	-30%	-$94.2K	0.35%	26
2020 Q2	$293K	Sell	4,993 -2,143	-30%	-$125K	0.35%	26
2020 Q1	$389K	Sell	7,136 -1,446	-17%	-$87.8K	1.96%	10
2019 Q4	$540K	Sell	8,582 -2,550	-23%	-$157K	0.69%	15
2019 Q3	$684K	Buy	11,132 +35	+0.3%	+$2.1K	0.79%	15
2019 Q2	$644K	Sell	11,097 -922	-8%	-$52.8K	0.72%	14
2019 Q1	$674K	Buy	+12,019	New	+$643K	0.65%	15