Dumont & Blake Investment Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $509K | Sell |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $466K | Buy |
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|
2022
Q2 | $503K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $723K | Sell |
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|
2019
Q3 | $705K | Buy |
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|
2019
Q2 | $635K | Sell |
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|
2019
Q1 | $615K | Sell |
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|
2018
Q4 | $559K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $981K | Buy |
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|
2014
Q3 | $905K | Buy |
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|
2014
Q2 | $843K | Buy |
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