CWA
Constellation Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,322
| Closed | -$240K | – | 197 |
|
|
2014
Q3 | $240K | Sell |
5,322
-13,683
| -72% | -$617K | 0.02% | 183 |
|
|
2014
Q2 | $848K | Buy |
+19,005
| New | +$848K | 0.1% | 110 |
|
|
2014
Q1 | – | Sell |
-80,594
| Closed | -$3.46M | – | 207 |
|
|
2013
Q4 | $3.46M | Buy |
+80,594
| New | +$3.46M | 0.33% | 75 |
|
|
2013
Q3 | – | Sell |
-49,982
| Closed | -$1.98M | – | 199 |
|
|
2013
Q2 | $1.98M | Buy |
+49,982
| New | +$1.98M | 0.24% | 92 |
|