Horizon Family Wealth’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
Sell
-4,716
Closed -$315K 61
2022
Q3
$315K Sell
4,716
-132
-3% -$8.82K 0.38% 39
2022
Q2
$350K Buy
4,848
+46
+1% +$3.32K 0.41% 38
2022
Q1
$364K Sell
4,802
-415
-8% -$31.5K 0.36% 43
2021
Q4
$402K Buy
+5,217
New +$402K 0.41% 35