Engrave Wealth Partners’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
2021
Q2
Sell
-100,277
Closed -$6.85M 84
2021
Q1
$6.85M Buy
100,277
+45,366
+83% +$3.1M 2.76% 10
2020
Q4
$3.64M Buy
54,911
+8,344
+18% +$553K 2.98% 12
2020
Q3
$2.99M Buy
+46,567
New +$2.99M 2.89% 12