LWM
LBA Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,412
| Closed | -$75K | – | 486 |
|
|
2016
Q3 | $75K | Hold |
1,412
| – | – | 0.04% | 171 |
|
|
2016
Q2 | $78K | Hold |
1,412
| – | – | 0.04% | 169 |
|
|
2016
Q1 | $75K | Sell |
1,412
-1,222
| -46% | -$64.9K | 0.04% | 173 |
|
|
2015
Q4 | $133K | Hold |
2,634
| – | – | 0.08% | 142 |
|
|
2015
Q3 | $124K | Buy |
2,634
+2,444
| +1,286% | +$115K | 0.08% | 132 |
|
|
2015
Q2 | $9K | Hold |
190
| – | – | 0.01% | 250 |
|
|
2015
Q1 | $9K | Hold |
190
| – | – | 0.01% | 243 |
|
|
2014
Q4 | $9K | Hold |
190
| – | – | 0.01% | 234 |
|
|
2014
Q3 | $9K | Hold |
190
| – | – | 0.01% | 289 |
|
|
2014
Q2 | $8K | Hold |
190
| – | – | 0.01% | 217 |
|
|
2014
Q1 | $8K | Hold |
190
| – | – | 0.01% | 212 |
|
|
2013
Q4 | $8K | Buy |
+190
| New | +$8K | 0.01% | 222 |
|