Baldwin Wealth Partners’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-283
| Closed | -$21.1K | – | 802 |
|
|
2023
Q1 | $21.1K | Hold |
283
| – | – | ﹤0.01% | 537 |
|
|
2022
Q4 | $21.1K | Hold |
283
| – | – | ﹤0.01% | 530 |
|
|
2022
Q3 | $19K | Hold |
283
| – | – | ﹤0.01% | 453 |
|
|
2022
Q2 | $20K | Hold |
283
| – | – | ﹤0.01% | 476 |
|
|
2022
Q1 | $21K | Buy |
+283
| New | +$21K | ﹤0.01% | 475 |
|
|
2020
Q1 | – | Sell |
-484
| Closed | -$30K | – | 573 |
|
|
2019
Q4 | $30K | Hold |
484
| – | – | ﹤0.01% | 373 |
|
|
2019
Q3 | $30K | Hold |
484
| – | – | ﹤0.01% | 368 |
|
|
2019
Q2 | $28K | Hold |
484
| – | – | ﹤0.01% | 369 |
|
|
2019
Q1 | $27K | Hold |
484
| – | – | ﹤0.01% | 371 |
|
|
2018
Q4 | $25K | Hold |
484
| – | – | ﹤0.01% | 360 |
|
|
2018
Q3 | $26K | Hold |
484
| – | – | ﹤0.01% | 381 |
|
|
2018
Q2 | $25K | Buy |
+484
| New | +$25K | ﹤0.01% | 382 |
|