LWS
Lucia Wealth Services’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $237K | Buy |
3,700
+700
| +23% | +$44.8K | 0.06% | 111 |
|
|
2020
Q2 | $176K | Hold |
3,000
| – | – | 0.05% | 125 |
|
|
2020
Q1 | $163K | Buy |
3,000
+200
| +7% | +$10.9K | 0.05% | 136 |
|
|
2019
Q4 | $176K | Hold |
2,800
| – | – | 0.05% | 118 |
|
|
2019
Q3 | $172K | Buy |
+2,800
| New | +$172K | 0.06% | 106 |
|