ARS Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $419K | Sell |
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|
2020
Q4 | $658K | Sell |
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|
2020
Q3 | $776K | Sell |
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|
2020
Q2 | $746K | Sell |
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|
2020
Q1 | $736K | Sell |
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|
2019
Q4 | $881K | Sell |
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|
2019
Q3 | $891K | Sell |
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|
2019
Q2 | $873K | Buy |
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|
2019
Q1 | $834K | Buy |
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|
2018
Q4 | $722K | Sell |
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|
2018
Q3 | $785K | Sell |
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|
2018
Q2 | $814K | Sell |
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|
2018
Q1 | $1.39M | Sell |
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|
2017
Q4 | $2.22M | Sell |
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|
2017
Q3 | $2.24M | Sell |
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|
2017
Q2 | $2.33M | Sell |
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|
2017
Q1 | $2.35M | Sell |
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|
2016
Q4 | $2.4M | Sell |
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|
2016
Q3 | $12.4M | Sell |
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|
2016
Q2 | $17.8M | Sell |
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|
2016
Q1 | $17.7M | Buy |
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|
2015
Q4 | $16.8M | Buy |
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|
2015
Q3 | $15.5M | Sell |
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|
2015
Q2 | $16M | Buy |
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|
2015
Q1 | $15.9M | Buy |
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|
2014
Q4 | $14.6M | Buy |
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|
2014
Q3 | $12.3M | Buy |
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|
2014
Q2 | $11.1M | Buy |
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|
2014
Q1 | $9.95M | Buy |
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|
2013
Q4 | $8.65M | Buy |
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