FundX Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-3,328
| Closed | -$213K | – | 38 |
|
2020
Q3 | $213K | Sell |
3,328
-146
| -4% | -$9.34K | 0.08% | 35 |
|
2020
Q2 | $204K | Sell |
3,474
-63,264
| -95% | -$3.71M | 0.09% | 35 |
|
2020
Q1 | $3.64M | Buy |
+66,738
| New | +$3.64M | 1.34% | 17 |
|
2019
Q1 | – | Sell |
-97,992
| Closed | -$4.98M | – | 57 |
|
2018
Q4 | $4.98M | Buy |
+97,992
| New | +$4.98M | 1.85% | 16 |
|
2016
Q3 | – | Sell |
-245,038
| Closed | -$13.5M | – | 57 |
|
2016
Q2 | $13.5M | Sell |
245,038
-10,322
| -4% | -$569K | 3.38% | 11 |
|
2016
Q1 | $13.5M | Buy |
+255,360
| New | +$13.5M | 3.37% | 12 |
|