Berman Capital Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $321K | Hold |
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|
2020
Q3 | $305K | Hold |
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|
2020
Q2 | $279K | Hold |
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|
2020
Q1 | $259K | Hold |
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|
2019
Q4 | $299K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $267K | Hold |
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|
2018
Q4 | $241K | Buy |
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