Novak Financial Planning’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
2021
Q2
$734K Sell
10,489
-411
-4% -$28.8K 0.36% 72
2021
Q1
$745K Buy
10,900
+2
+0% +$137 0.41% 68
2020
Q4
$735K Buy
+10,898
New +$735K 0.43% 64