AG
Appleton Group’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,697
| Closed | -$201K | – | 50 |
|
|
2022
Q4 | $201K | Buy |
+2,697
| New | +$201K | 0.29% | 40 |
|
|
2022
Q1 | – | Sell |
-3,860
| Closed | -$298K | – | 60 |
|
|
2021
Q4 | $298K | Buy |
+3,860
| New | +$298K | 0.3% | 42 |
|
|
2021
Q2 | – | Sell |
-3,988
| Closed | -$272K | – | 55 |
|
|
2021
Q1 | $272K | Buy |
3,988
+487
| +14% | +$33.2K | 0.36% | 42 |
|
|
2020
Q4 | $236K | Hold |
3,501
| – | – | 0.23% | 33 |
|
|
2020
Q3 | $224K | Sell |
3,501
-1,492
| -30% | -$95.5K | 0.35% | 26 |
|
|
2020
Q2 | $293K | Sell |
4,993
-2,143
| -30% | -$126K | 0.35% | 26 |
|
|
2020
Q1 | $389K | Sell |
7,136
-1,446
| -17% | -$78.8K | 1.96% | 10 |
|
|
2019
Q4 | $540K | Sell |
8,582
-2,550
| -23% | -$160K | 0.69% | 15 |
|
|
2019
Q3 | $684K | Buy |
11,132
+35
| +0.3% | +$2.15K | 0.79% | 15 |
|
|
2019
Q2 | $644K | Sell |
11,097
-922
| -8% | -$53.5K | 0.72% | 14 |
|
|
2019
Q1 | $674K | Buy |
+12,019
| New | +$674K | 0.65% | 15 |
|