Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,995
| Closed | -$296K | – | 323 |
|
|
2023
Q2 | $296K | Hold |
3,995
| – | – | 0.02% | 259 |
|
|
2023
Q1 | $298K | Hold |
3,995
| – | – | 0.02% | 263 |
|
|
2022
Q4 | $298K | Hold |
3,995
| – | – | 0.03% | 246 |
|
|
2022
Q3 | $267K | Hold |
3,995
| – | – | 0.03% | 246 |
|
|
2022
Q2 | $288K | Hold |
3,995
| – | – | 0.03% | 236 |
|
|
2022
Q1 | $303K | Hold |
3,995
| – | – | 0.02% | 239 |
|
|
2021
Q4 | $308K | Hold |
3,995
| – | – | 0.02% | 233 |
|
|
2021
Q3 | $275K | Hold |
3,995
| – | – | 0.02% | 232 |
|
|
2021
Q2 | $280K | Hold |
3,995
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $274K | Hold |
3,995
| – | – | 0.03% | 220 |
|
|
2020
Q4 | $269K | Buy |
+3,995
| New | +$269K | 0.03% | 215 |
|