Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $327K | Hold |
4,760
| – | – | 0.05% | 183 |
|
|
2021
Q2 | $333K | Hold |
4,760
| – | – | 0.05% | 168 |
|
|
2021
Q1 | $325K | Hold |
4,760
| – | – | 0.07% | 139 |
|
|
2020
Q4 | $321K | Hold |
4,760
| – | – | 0.08% | 117 |
|
|
2020
Q3 | $305K | Hold |
4,760
| – | – | 0.09% | 102 |
|
|
2020
Q2 | $279K | Hold |
4,760
| – | – | 0.07% | 103 |
|
|
2020
Q1 | $259K | Hold |
4,760
| – | – | 0.08% | 98 |
|
|
2019
Q4 | $299K | Hold |
4,760
| – | – | 0.09% | 107 |
|
|
2019
Q3 | $292K | Hold |
4,760
| – | – | 0.09% | 108 |
|
|
2019
Q2 | $276K | Hold |
4,760
| – | – | 0.09% | 110 |
|
|
2019
Q1 | $267K | Hold |
4,760
| – | – | 0.09% | 106 |
|
|
2018
Q4 | $241K | Buy |
+4,760
| New | +$241K | 0.09% | 92 |
|