BMM
Berkshire Money Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,403
| Closed | -$702K | – | 34 |
|
|
2020
Q4 | $702K | Sell |
10,403
-3,400
| -25% | -$229K | 0.13% | 26 |
|
|
2020
Q3 | $885K | Hold |
13,803
| – | – | 0.18% | 22 |
|
|
2020
Q2 | $809K | Hold |
13,803
| – | – | 0.18% | 28 |
|
|
2020
Q1 | $752K | Hold |
13,803
| – | – | 0.18% | 24 |
|
|
2019
Q4 | $869K | Hold |
13,803
| – | – | 0.17% | 22 |
|
|
2019
Q3 | $848K | Hold |
13,803
| – | – | 0.18% | 22 |
|
|
2019
Q2 | $802K | Buy |
+13,803
| New | +$802K | 0.17% | 22 |
|