BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-328
| Closed | -$24.5K | – | 1096 |
|
|
2023
Q1 | $24.5K | Buy |
328
+73
| +29% | +$5.45K | ﹤0.01% | 497 |
|
|
2022
Q4 | $19K | Buy |
+255
| New | +$19K | ﹤0.01% | 502 |
|
|
2021
Q3 | – | Sell |
-400
| Closed | -$28K | – | 1102 |
|
|
2021
Q2 | $28K | Buy |
+400
| New | +$28K | ﹤0.01% | 475 |
|
|
2020
Q3 | – | Sell |
-1,919
| Closed | -$113K | – | 1025 |
|
|
2020
Q2 | $113K | Buy |
+1,919
| New | +$113K | 0.02% | 268 |
|