Bedel Financial Consulting’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 |
-2,302
| Closed | -$175K | – | 938 |
|
|
2022
Q1 | $175K | Hold |
2,302
| – | – | 0.06% | 197 |
|
|
2021
Q4 | $178K | Sell |
2,302
-31
| -1% | -$2.4K | 0.06% | 204 |
|
|
2021
Q3 | $161K | Buy |
2,333
+31
| +1% | +$2.14K | 0.06% | 209 |
|
|
2021
Q2 | $161K | Hold |
2,302
| – | – | 0.06% | 204 |
|
|
2021
Q1 | $157K | Hold |
2,302
| – | – | 0.06% | 202 |
|
|
2020
Q4 | $155K | Hold |
2,302
| – | – | 0.07% | 175 |
|
|
2020
Q3 | $148K | Hold |
2,302
| – | – | 0.07% | 168 |
|
|
2020
Q2 | $135K | Hold |
2,302
| – | – | 0.07% | 169 |
|
|
2020
Q1 | $125K | Hold |
2,302
| – | – | 0.08% | 161 |
|
|
2019
Q4 | $145K | Hold |
2,302
| – | – | 0.08% | 172 |
|
|
2019
Q3 | $141K | Hold |
2,302
| – | – | 0.08% | 170 |
|
|
2019
Q2 | $134K | Hold |
2,302
| – | – | 0.08% | 173 |
|
|
2019
Q1 | $129K | Hold |
2,302
| – | – | 0.08% | 170 |
|
|
2018
Q4 | $117K | Hold |
2,302
| – | – | 0.08% | 168 |
|
|
2018
Q3 | $122K | Hold |
2,302
| – | – | 0.08% | 182 |
|
|
2018
Q2 | $119K | Hold |
2,302
| – | – | 0.09% | 175 |
|
|
2018
Q1 | $121K | Buy |
+2,302
| New | +$121K | 0.09% | 179 |
|