Leonard Rickey Investment Advisors’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
2019
Q4
Sell
-4,007
Closed -$246K 88
2019
Q3
$246K Sell
4,007
-486
-11% -$29.8K 0.16% 61
2019
Q2
$261K Sell
4,493
-1,169
-21% -$67.9K 0.18% 56
2019
Q1
$318K Sell
5,662
-27
-0.5% -$1.52K 0.23% 50
2018
Q4
$289K Buy
+5,689
New +$289K 0.24% 49