BDO Wealth Advisors’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 | $53K | Hold |
715
| – | – | 0.01% | 426 |
|
2023
Q1 | $53.4K | Hold |
715
| – | – | 0.01% | 415 |
|
2022
Q4 | $53.3K | Hold |
715
| – | – | 0.01% | 406 |
|
2022
Q3 | $48K | Buy |
715
+690
| +2,760% | +$46.3K | 0.01% | 411 |
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 927 |
|
2022
Q1 | $2K | Sell |
25
-24
| -49% | -$1.92K | ﹤0.01% | 950 |
|
2021
Q4 | $4K | Sell |
49
-97
| -66% | -$7.92K | ﹤0.01% | 884 |
|
2021
Q3 | $10K | Sell |
146
-150
| -51% | -$10.3K | ﹤0.01% | 737 |
|
2021
Q2 | $21K | Hold |
296
| – | – | ﹤0.01% | 621 |
|
2021
Q1 | $20K | Buy |
+296
| New | +$20K | ﹤0.01% | 621 |
|
2017
Q3 | – | Sell |
-82
| Closed | -$5K | – | 560 |
|
2017
Q2 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 431 |
|