Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $572K | Buy |
7,676
+6,805
| +781% | +$507K | 0.08% | 183 |
|
|
2022
Q3 | $58K | Buy |
871
+198
| +29% | +$13.2K | 0.02% | 384 |
|
|
2022
Q2 | $48.6K | Buy |
673
+4
| +0.6% | +$289 | 0.02% | 422 |
|
|
2022
Q1 | $51K | Buy |
+669
| New | +$51K | 0.01% | 472 |
|
|
2021
Q3 | $46K | Sell |
662
-126
| -16% | -$8.76K | 0.02% | 454 |
|
|
2021
Q2 | $55K | Buy |
+788
| New | +$55K | 0.02% | 443 |
|