Integer Wealth Advisors Group’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
Q1
$430K Sell
6,239
-248
-4% -$17.1K 0.23% 57
2020
Q4
$433K Buy
6,487
+61
+0.9% +$4.07K 0.29% 50
2020
Q3
$412K Buy
6,426
+2
+0% +$128 0.38% 41
2020
Q2
$380K Sell
6,424
-1,122
-15% -$66.4K 0.39% 39
2020
Q1
$439K Buy
7,546
+1,640
+28% +$95.4K 0.5% 36
2019
Q4
$375K Buy
+5,906
New +$375K 0.37% 43