Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-42
| Closed | -$2K | – | 630 |
|
|
2019
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 529 |
|
|
2019
Q1 | $2K | Sell |
42
-4,055
| -99% | -$193K | ﹤0.01% | 516 |
|
|
2018
Q4 | $208K | Sell |
4,097
-574
| -12% | -$29.1K | 0.06% | 134 |
|
|
2018
Q3 | $252K | Sell |
4,671
-546
| -10% | -$29.5K | 0.06% | 126 |
|
|
2018
Q2 | $269K | Buy |
+5,217
| New | +$269K | 0.07% | 124 |
|
|
2016
Q2 | – | Sell |
-420
| Closed | -$22K | – | 484 |
|
|
2016
Q1 | $22K | Buy |
+420
| New | +$22K | 0.01% | 227 |
|