GWA
Guidant Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-1,000
| Closed | -$50K | – | 296 |
|
2018
Q4 | $50K | Hold |
1,000
| – | – | 0.02% | 130 |
|
2018
Q3 | $53K | Hold |
1,000
| – | – | 0.02% | 81 |
|
2018
Q2 | $51K | Hold |
1,000
| – | – | 0.02% | 81 |
|
2018
Q1 | $51K | Hold |
1,000
| – | – | 0.02% | 79 |
|
2017
Q4 | $57K | Hold |
1,000
| – | – | 0.03% | 75 |
|
2017
Q3 | $53K | Hold |
1,000
| – | – | 0.04% | 70 |
|
2017
Q2 | $54K | Hold |
1,000
| – | – | 0.03% | 107 |
|
2017
Q1 | $54K | Hold |
1,000
| – | – | 0.03% | 110 |
|
2016
Q4 | $52K | Hold |
1,000
| – | – | 0.03% | 97 |
|
2016
Q3 | $52K | Buy |
+1,000
| New | +$52K | 0.03% | 95 |
|