Boston Private Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $50K | Hold |
1,035
| – | – | ﹤0.01% | 566 |
|
|
2014
Q4 | $50K | Sell |
1,035
-75
| -7% | -$3.62K | ﹤0.01% | 578 |
|
|
2014
Q3 | $50K | Sell |
1,110
-2,990
| -73% | -$135K | ﹤0.01% | 586 |
|
|
2014
Q2 | $183K | Buy |
+4,100
| New | +$183K | 0.01% | 405 |
|
|
2013
Q3 | – | Sell |
-627
| Closed | -$25K | – | 1007 |
|
|
2013
Q2 | $25K | Buy |
+627
| New | +$25K | ﹤0.01% | 642 |
|