HCIA
Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $9.89M | Buy |
143,690
+5,685
| +4% | +$391K | 3.87% | 6 |
|
|
2021
Q2 | $9.66M | Sell |
138,005
-322
| -0.2% | -$22.5K | 3.86% | 7 |
|
|
2021
Q1 | $9.45M | Sell |
138,327
-666
| -0.5% | -$45.5K | 3.97% | 7 |
|
|
2020
Q4 | $9.38M | Buy |
138,993
+9,027
| +7% | +$609K | 4.04% | 7 |
|
|
2020
Q3 | $8.33M | Buy |
129,966
+9,401
| +8% | +$603K | 4.1% | 6 |
|
|
2020
Q2 | $7.07M | Sell |
120,565
-551
| -0.5% | -$32.3K | 3.9% | 5 |
|
|
2020
Q1 | $6.6M | Sell |
121,116
-3,160
| -3% | -$172K | 4.53% | 4 |
|
|
2019
Q4 | $7.83M | Sell |
124,276
-2,811
| -2% | -$177K | 4.27% | 5 |
|
|
2019
Q3 | $7.81M | Sell |
127,087
-3,847
| -3% | -$236K | 4.87% | 4 |
|
|
2019
Q2 | $7.6M | Sell |
130,934
-2,511
| -2% | -$146K | 4.53% | 4 |
|
|
2019
Q1 | $7.49M | Buy |
133,445
+3,108
| +2% | +$174K | 4.46% | 4 |
|
|
2018
Q4 | $6.62M | Buy |
130,337
+1,638
| +1% | +$83.2K | 4.55% | 4 |
|
|
2018
Q3 | $6.94M | Sell |
128,699
-1,413
| -1% | -$76.2K | 4.32% | 4 |
|
|
2018
Q2 | $6.71M | Buy |
130,112
+6,954
| +6% | +$358K | 4.41% | 4 |
|
|
2018
Q1 | $6.48M | Sell |
123,158
-15,554
| -11% | -$819K | 4.52% | 4 |
|
|
2017
Q4 | $7.89M | Buy |
138,712
+13
| +0% | +$740 | 4.97% | 4 |
|
|
2017
Q3 | $7.49M | Sell |
138,699
-1,173
| -0.8% | -$63.3K | 4.9% | 5 |
|
|
2017
Q2 | $7.69M | Buy |
139,872
+2,203
| +2% | +$121K | 5.32% | 4 |
|
|
2017
Q1 | $7.51M | Sell |
137,669
-5,493
| -4% | -$300K | 5.46% | 4 |
|
|
2016
Q4 | $7.4M | Buy |
143,162
+2,634
| +2% | +$136K | 5.36% | 4 |
|
|
2016
Q3 | $7.48M | Buy |
140,528
+6,807
| +5% | +$362K | 5.58% | 4 |
|
|
2016
Q2 | $7.38M | Sell |
133,721
-138
| -0.1% | -$7.61K | 6.04% | 2 |
|
|
2016
Q1 | $7.1M | Sell |
133,859
-738
| -0.5% | -$39.2K | 6.05% | 3 |
|
|
2015
Q4 | $6.8M | Buy |
+134,597
| New | +$6.8M | 5.76% | 3 |
|