Baker Tilly 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 |
-2,676
| Closed | -$203K | – | 536 |
|
|
2022
Q1 | $203K | Sell |
2,676
-329
| -11% | -$25K | 0.02% | 497 |
|
|
2021
Q4 | $232K | Buy |
+3,005
| New | +$232K | 0.02% | 476 |
|
|
2021
Q3 | – | Sell |
-2,935
| Closed | -$205K | – | 525 |
|
|
2021
Q2 | $205K | Hold |
2,935
| – | – | 0.03% | 481 |
|
|
2021
Q1 | $200K | Buy |
+2,935
| New | +$200K | 0.04% | 451 |
|