Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$360 | – | 943 |
|
|
2023
Q4 | $360 | Hold |
5
| – | – | ﹤0.01% | 905 |
|
|
2023
Q3 | $344 | Hold |
5
| – | – | ﹤0.01% | 906 |
|
|
2023
Q2 | $371 | Hold |
5
| – | – | ﹤0.01% | 916 |
|
|
2023
Q1 | $374 | Buy |
+5
| New | +$374 | ﹤0.01% | 925 |
|
|
2022
Q4 | – | Sell |
-14
| Closed | -$1K | – | 1123 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 878 |
|
|
2022
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 848 |
|