Glassman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-47
| Closed | -$3.42K | – | 1865 |
|
|
2023
Q4 | $3.42K | Hold |
47
| – | – | ﹤0.01% | 1179 |
|
|
2023
Q3 | $3.25K | Buy |
+47
| New | +$3.25K | ﹤0.01% | 1192 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$2.09K | – | 2006 |
|
|
2022
Q4 | $2.09K | Buy |
+28
| New | +$2.09K | ﹤0.01% | 1249 |
|
|
2021
Q1 | – | Sell |
-1,831
| Closed | -$124K | – | 1665 |
|
|
2020
Q4 | $124K | Hold |
1,831
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $117K | Buy |
+1,831
| New | +$117K | 0.03% | 179 |
|