Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $727K | Buy |
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|
2017
Q1 | $585K | Sell |
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|
2016
Q4 | $979K | Sell |
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|
2016
Q3 | $1.59M | Sell |
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|
2016
Q2 | $1.81M | Sell |
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|
2016
Q1 | $1.74M | Sell |
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|
2015
Q4 | $1.8M | Buy |
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|
2015
Q3 | $1.65M | Buy |
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|
2015
Q2 | $1.44M | Sell |
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|
2015
Q1 | $472K | Sell |
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|
2014
Q4 | $2.77M | Buy |
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|
2014
Q3 | $2.34M | Buy |
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|
2014
Q2 | $2.11M | Buy |
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|
2014
Q1 | $2.04M | Sell |
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|
2013
Q4 | $2.61M | Buy |
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|
2013
Q3 | $2.2M | Buy |
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|
2013
Q2 | $2.13M | Buy |
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