CPA
Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-986
| Closed | -$51K | – | 454 |
|
|
2018
Q2 | $51K | Hold |
986
| – | – | 0.04% | 248 |
|
|
2018
Q1 | $52K | Sell |
986
-75
| -7% | -$3.96K | 0.04% | 239 |
|
|
2017
Q4 | $60K | Buy |
1,061
+44
| +4% | +$2.49K | 0.05% | 223 |
|
|
2017
Q3 | $55K | Buy |
1,017
+17
| +2% | +$919 | 0.04% | 225 |
|
|
2017
Q2 | $55K | Hold |
1,000
| – | – | 0.05% | 212 |
|
|
2017
Q1 | $55K | Hold |
1,000
| – | – | 0.04% | 207 |
|
|
2016
Q4 | $52K | Buy |
+1,000
| New | +$52K | 0.03% | 200 |
|