Harvest Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-455
| Closed | -$31K | – | 737 |
|
|
2020
Q4 | $31K | Sell |
455
-238
| -34% | -$16.2K | 0.02% | 142 |
|
|
2020
Q3 | $44K | Buy |
693
+1
| +0.1% | +$63 | 0.03% | 102 |
|
|
2020
Q2 | $40K | Sell |
692
-72
| -9% | -$4.16K | 0.03% | 96 |
|
|
2020
Q1 | $41K | Buy |
764
+1
| +0.1% | +$54 | 0.04% | 83 |
|
|
2019
Q4 | $48K | Buy |
763
+2
| +0.3% | +$126 | 0.04% | 80 |
|
|
2019
Q3 | $47K | Buy |
761
+612
| +411% | +$37.8K | 0.06% | 78 |
|
|
2019
Q2 | $8K | Hold |
149
| – | – | 0.01% | 267 |
|
|
2019
Q1 | $8K | Buy |
+149
| New | +$8K | 0.01% | 300 |
|