Hefty Wealth Partners’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
Q1 | $1.33M | Sell |
25,228
-1,264
| -5% | -$66.5K | 0.86% | 35 |
|
|
2017
Q4 | $1.51M | Buy |
26,492
+990
| +4% | +$56.3K | 0.93% | 34 |
|
|
2017
Q3 | $1.38M | Buy |
+25,502
| New | +$1.38M | 0.91% | 37 |
|
|
2017
Q1 | – | Sell |
-36,050
| Closed | -$1.86M | – | 270 |
|
|
2016
Q4 | $1.86M | Sell |
36,050
-6,959
| -16% | -$360K | 1.56% | 23 |
|
|
2016
Q3 | $2.29M | Buy |
+43,009
| New | +$2.29M | 1.74% | 15 |
|
|
2016
Q2 | – | Sell |
-416
| Closed | -$22K | – | 239 |
|
|
2016
Q1 | $22K | Sell |
416
-23,330
| -98% | -$1.23M | 0.02% | 127 |
|
|
2015
Q4 | $1.2M | Buy |
+23,746
| New | +$1.2M | 1.14% | 28 |
|