Gupta Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $73K | Sell |
1,378
-2,266
| -62% | -$120K | 0.02% | 383 |
|
|
2015
Q4 | $184K | Sell |
3,644
-1,633
| -31% | -$82.5K | 0.05% | 257 |
|
|
2015
Q3 | $249K | Buy |
5,277
+1,611
| +44% | +$76K | 0.06% | 219 |
|
|
2015
Q2 | $175K | Sell |
3,666
-111
| -3% | -$5.3K | 0.04% | 272 |
|
|
2015
Q1 | $184K | Buy |
+3,777
| New | +$184K | 0.05% | 229 |
|