HWA
Hillcrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,200
| Closed | -$247K | – | 53 |
|
|
2021
Q4 | $247K | Hold |
3,200
| – | – | 0.13% | 49 |
|
|
2021
Q3 | $220K | Hold |
3,200
| – | – | 0.13% | 51 |
|
|
2021
Q2 | $224K | Hold |
3,200
| – | – | 0.14% | 50 |
|
|
2021
Q1 | $219K | Hold |
3,200
| – | – | 0.13% | 49 |
|
|
2020
Q4 | $216K | Hold |
3,200
| – | – | 0.14% | 47 |
|
|
2020
Q3 | $205K | Buy |
+3,200
| New | +$205K | 0.15% | 55 |
|