Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Sell |
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|
2021
Q1 | $116K | Buy |
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|
2020
Q4 | $115K | Sell |
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|
2020
Q3 | $122K | Sell |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $1.61M | Buy |
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|
2019
Q4 | $13K | Buy |
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|
2019
Q3 | $13K | Buy |
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|
2019
Q2 | $12K | Buy |
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|
2019
Q1 | $12K | Buy |
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|
2018
Q4 | $10K | Sell |
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|
2018
Q3 | $22K | Sell |
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|
2018
Q2 | $63K | Buy |
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|
2018
Q1 | $65K | Buy |
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