Fortis Capital 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
-60,000
Closed -$4.32M 146
2023
Q4
$4.32M Hold
60,000
1.11% 17
2023
Q3
$4.13M Buy
+60,000
New +$4.13M 1.29% 13
2020
Q3
Sell
-74,986
Closed -$4.4M 106
2020
Q2
$4.4M Buy
+74,986
New +$4.4M 4.96% 2