Clark Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,082
| Closed | -$1.66M | – | 63 |
|
|
2023
Q3 | $1.66M | Buy |
+24,082
| New | +$1.66M | 2.27% | 7 |
|
|
2022
Q4 | – | Sell |
-20,502
| Closed | -$1.37M | – | 67 |
|
|
2022
Q3 | $1.37M | Buy |
+20,502
| New | +$1.37M | 1.44% | 12 |
|
|
2022
Q1 | $1.55M | Buy |
+20,476
| New | +$1.55M | 1.14% | 15 |
|
|
2020
Q2 | $1.45M | Buy |
+20,019
| New | +$1.45M | 2.24% | 8 |
|