Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $545K | Sell |
11,240
-30
| -0.3% | -$1.46K | 0.23% | 62 |
|
|
2014
Q3 | $508K | Sell |
11,270
-100
| -0.9% | -$4.51K | 0.21% | 65 |
|
|
2014
Q2 | $507K | Sell |
11,370
-185
| -2% | -$8.25K | 0.22% | 66 |
|
|
2014
Q1 | $498K | Sell |
11,555
-1,020
| -8% | -$44K | 0.24% | 60 |
|
|
2013
Q4 | $540K | Sell |
12,575
-390
| -3% | -$16.7K | 0.31% | 52 |
|
|
2013
Q3 | $516K | Sell |
12,965
-35,744
| -73% | -$1.42M | 0.31% | 54 |
|
|
2013
Q2 | $1.93M | Buy |
+48,709
| New | +$1.93M | 1.23% | 24 |
|