Marks Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-199,025
| Closed | -$15.1M | – | 36 |
|
|
2022
Q1 | $15.1M | Buy |
+199,025
| New | +$15.1M | 4.6% | 7 |
|
|
2021
Q3 | – | Sell |
-18,896
| Closed | -$1.32M | – | 46 |
|
|
2021
Q2 | $1.32M | Buy |
+18,896
| New | +$1.32M | 0.45% | 19 |
|
|
2021
Q1 | – | Sell |
-26,242
| Closed | -$1.77M | – | 55 |
|
|
2020
Q4 | $1.77M | Buy |
+26,242
| New | +$1.77M | 0.61% | 21 |
|