LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27
| Closed | -$1.85K | – | 610 |
|
|
2023
Q3 | $1.85K | Buy |
+27
| New | +$1.85K | ﹤0.01% | 586 |
|
|
2019
Q1 | – | Sell |
-77
| Closed | -$4K | – | 772 |
|
|
2018
Q4 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 608 |
|
|
2018
Q2 | – | Sell |
-575
| Closed | -$30K | – | 739 |
|
|
2018
Q1 | $30K | Buy |
+575
| New | +$30K | ﹤0.01% | 493 |
|