Clearview Wealth Advisors’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
Q3 | – | Sell |
-3,501
| Closed | -$260K | – | 661 |
|
|
2023
Q2 | $260K | Sell |
3,501
-393
| -10% | -$29.1K | 0.26% | 97 |
|
|
2023
Q1 | $291K | Sell |
3,894
-24
| -0.6% | -$1.79K | 0.29% | 96 |
|
|
2022
Q4 | $292K | Sell |
3,918
-240
| -6% | -$17.9K | 0.23% | 83 |
|
|
2022
Q3 | $278K | Sell |
4,158
-255
| -6% | -$17K | 0.22% | 71 |
|
|
2022
Q2 | $319K | Sell |
4,413
-1,179
| -21% | -$85.2K | 0.24% | 67 |
|
|
2022
Q1 | $424K | Sell |
5,592
-6,984
| -56% | -$530K | 0.28% | 63 |
|
|
2021
Q4 | $970K | Buy |
12,576
+1,124
| +10% | +$86.7K | 0.59% | 37 |
|
|
2021
Q3 | $788K | Buy |
11,452
+821
| +8% | +$56.5K | 0.5% | 44 |
|
|
2021
Q2 | $744K | Buy |
10,631
+632
| +6% | +$44.2K | 0.46% | 47 |
|
|
2021
Q1 | $683K | Buy |
9,999
+777
| +8% | +$53.1K | 0.44% | 51 |
|
|
2020
Q4 | $622K | Buy |
+9,222
| New | +$622K | 0.42% | 49 |
|