Clear Perspectives Financial Planning’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
Q1 | $7.47K | Hold |
100
| – | – | ﹤0.01% | 151 |
|
|
2022
Q4 | $7.46K | Hold |
100
| – | – | ﹤0.01% | 162 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 162 |
|
|
2022
Q2 | $7K | Sell |
100
-31
| -24% | -$2.17K | ﹤0.01% | 172 |
|
|
2022
Q1 | $10K | Sell |
131
-1
| -0.8% | -$76 | ﹤0.01% | 165 |
|
|
2021
Q4 | $10K | Sell |
132
-33
| -20% | -$2.5K | ﹤0.01% | 177 |
|
|
2021
Q3 | $11K | Hold |
165
| – | – | 0.01% | 160 |
|
|
2021
Q2 | $12K | Hold |
165
| – | – | 0.01% | 161 |
|
|
2021
Q1 | $11K | Sell |
165
-4,575
| -97% | -$305K | 0.01% | 149 |
|
|
2020
Q4 | $320K | Buy |
+4,740
| New | +$320K | 0.2% | 45 |
|