CIA
Cascade Investment Advisors’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
Q2 | – | Sell |
-600
| Closed | -$41K | – | 281 |
|
2021
Q1 | $41K | Sell |
600
-100
| -14% | -$6.83K | 0.03% | 172 |
|
2020
Q4 | $47.2K | Hold |
700
| – | – | 0.03% | 164 |
|
2020
Q3 | $44.9K | Hold |
700
| – | – | 0.04% | 158 |
|
2020
Q2 | $41K | Hold |
700
| – | – | 0.04% | 155 |
|
2020
Q1 | $38.1K | Sell |
700
-300
| -30% | -$16.3K | 0.04% | 148 |
|
2019
Q4 | $63K | Hold |
1,000
| – | – | 0.05% | 140 |
|
2019
Q3 | $61.4K | Hold |
1,000
| – | – | 0.05% | 136 |
|
2019
Q2 | $58.1K | Buy |
+1,000
| New | +$58.1K | 0.05% | 132 |
|