LJAC
L.J. Altfest & Co’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,197
| Closed | -$1.73M | – | 371 |
|
|
2025
Q1 | $1.73M | Buy |
+21,197
| New | +$1.73M | 0.22% | 80 |
|
|
2018
Q2 | – | Sell |
-5,204
| Closed | -$274K | – | 169 |
|
|
2018
Q1 | $274K | Sell |
5,204
-24,767
| -83% | -$1.3M | 0.12% | 134 |
|
|
2017
Q4 | $1.71M | Buy |
+29,971
| New | +$1.71M | 0.65% | 33 |
|
|
2017
Q3 | – | Sell |
-30,123
| Closed | -$1.66M | – | 153 |
|
|
2017
Q2 | $1.66M | Buy |
+30,123
| New | +$1.66M | 1% | 25 |
|