Intercontinental Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $491K | Buy |
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|
2023
Q1 | $489K | Hold |
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|
2022
Q4 | $488K | Hold |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $530K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $420K | Hold |
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|
2021
Q1 | $410K | Hold |
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|
2020
Q4 | $405K | Hold |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $352K | Sell |
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|
2020
Q1 | $362K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $439K | Hold |
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|
2019
Q2 | $415K | Hold |
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|
2019
Q1 | $401K | Hold |
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|
2018
Q4 | $363K | Buy |
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|
2018
Q3 | $359K | Hold |
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|
2018
Q2 | $343K | Hold |
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|
2018
Q1 | $350K | Hold |
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|
2017
Q4 | $378K | Hold |
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|
2017
Q3 | $359K | Hold |
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|
2017
Q2 | $365K | Hold |
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|
2017
Q1 | $363K | Hold |
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|
2016
Q4 | $344K | Hold |
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|
2016
Q3 | $354K | Hold |
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|
2016
Q2 | $367K | Hold |
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|
2016
Q1 | $353K | Buy |
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