Clarus Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,841
Closed -$438K 149
2022
Q4
$438K Sell
5,841
-148
-2% -$10.8K 0.29% 74
2022
Q3
$400K Sell
5,989
-368
-6% -$27K 0.29% 69
2022
Q2
$463K Buy
6,357
+28
+0.4% +$2.1K 0.33% 58
2022
Q1
$496K Buy
+6,329
New +$477K 0.31% 52
2021
Q1
Sell
-4,836
Closed -$321K 143
2020
Q4
$321K Buy
4,836
+33
+0.7% +$2.18K 0.21% 96
2020
Q3
$308K Sell
4,803
-11,820
-71% -$746K 0.24% 93
2020
Q2
$994K Buy
16,623
+1,641
+11% +$95.8K 0.84% 27
2020
Q1
$829K Buy
14,982
+486
+3% +$29.5K 0.83% 27
2019
Q4
$909K Sell
14,496
-938
-6% -$57.8K 0.6% 37
2019
Q3
$948K Buy
15,434
+127
+0.8% +$7.64K 0.69% 27
2019
Q2
$889K Buy
15,307
+11,510
+303% +$659K 0.64% 24
2019
Q1
$213K Sell
3,797
-1,155
-23% -$61.8K 0.16% 93
2018
Q4
$251K Sell
4,952
-869
-15% -$47.1K 0.39% 52
2018
Q3
$314K Buy
5,821
+5,299
+1,015% +$284K 0.21% 58
2018
Q2
$27K Buy
+522
New +$26.5K 0.02% 381

Other funds holding XLP