Fernwood Investment 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
2024
Q4
Sell
2024
Q3
$201K Buy
2024
Q2
Sell
2024
Q1
$185K Buy
2022
Q2
Sell
2022
Q1
$206K Hold
2021
Q4
$210K Buy
2014
Q1
Sell
2013
Q4
$606K Buy