Ironwood Financial’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
2021
Q4
Sell
-732
Closed -$50K 557
2021
Q3
$50K Hold
732
0.01% 194
2021
Q2
$51K Hold
732
0.02% 188
2021
Q1
$50K Hold
732
0.02% 174
2020
Q4
$49K Hold
732
0.02% 164
2020
Q3
$47K Hold
732
0.02% 122
2020
Q2
$43K Hold
732
0.02% 118
2020
Q1
$40K Hold
732
0.03% 99
2019
Q4
$46K Hold
732
0.02% 120
2019
Q3
$45K Hold
732
0.02% 124
2019
Q2
$43K Hold
732
0.02% 129
2019
Q1
$41K Hold
732
0.02% 125
2018
Q4
$37K Hold
732
0.02% 128
2018
Q3
$39K Hold
732
0.02% 134
2018
Q2
$38K Hold
732
0.02% 111
2018
Q1
$39K Hold
732
0.04% 89
2017
Q4
$42K Hold
732
0.03% 93
2017
Q3
$40K Hold
732
0.02% 97
2017
Q2
$40K Hold
732
0.03% 93
2017
Q1
$40K Sell
732
-12
-2% -$656 0.03% 95
2016
Q4
$38K Hold
744
0.03% 97
2016
Q3
$40K Hold
744
0.03% 98
2016
Q2
$41K Hold
744
0.03% 96
2016
Q1
$39K Buy
+744
New +$39K 0.03% 95
2015
Q3
$35K Hold
744
0.02% 135
2015
Q2
$35K Sell
744
-420
-36% -$19.8K 0.02% 132
2015
Q1
$57K Buy
1,164
+100
+9% +$4.9K 0.03% 108
2014
Q4
$52K Buy
+1,064
New +$52K 0.03% 100