LWA
Lowe Wealth 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
Q3 | – | Sell |
-100
| Closed | -$7.42K | – | 364 |
|
|
2023
Q2 | $7.42K | Hold |
100
| – | – | ﹤0.01% | 240 |
|
|
2023
Q1 | $7.47K | Hold |
100
| – | – | ﹤0.01% | 229 |
|
|
2022
Q4 | $7.46K | Hold |
100
| – | – | ﹤0.01% | 231 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 227 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 214 |
|
|
2022
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 218 |
|
|
2021
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 206 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 209 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 202 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 195 |
|
|
2020
Q4 | $7K | Sell |
100
-1,000
| -91% | -$70K | ﹤0.01% | 190 |
|
|
2020
Q3 | $71K | Hold |
1,100
| – | – | 0.04% | 57 |
|
|
2020
Q2 | $65K | Hold |
1,100
| – | – | 0.04% | 56 |
|
|
2020
Q1 | $60K | Buy |
+1,100
| New | +$60K | 0.04% | 51 |
|
|
2015
Q2 | – | Sell |
-45
| Closed | -$2K | – | 245 |
|
|
2015
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 200 |
|