Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-800
| Closed | -$41K | – | 384 |
|
|
2018
Q2 | $41K | Hold |
800
| – | – | 0.01% | 193 |
|
|
2018
Q1 | $42K | Hold |
800
| – | – | 0.02% | 186 |
|
|
2017
Q4 | $47K | Hold |
800
| – | – | 0.12% | 96 |
|
|
2017
Q3 | $43K | Hold |
800
| – | – | 0.02% | 159 |
|
|
2017
Q2 | $43K | Hold |
800
| – | – | 0.02% | 157 |
|
|
2017
Q1 | $44K | Hold |
800
| – | – | 0.02% | 156 |
|
|
2016
Q4 | $42K | Hold |
800
| – | – | 0.01% | 178 |
|
|
2016
Q3 | $42K | Hold |
800
| – | – | 0.02% | 170 |
|
|
2016
Q2 | $44K | Hold |
800
| – | – | 0.02% | 155 |
|
|
2016
Q1 | $42K | Buy |
+800
| New | +$42K | 0.02% | 150 |
|