Ogorek Anthony Joseph’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,666
| Closed | -$195K | – | 78 |
|
|
2016
Q4 | $195K | Hold |
3,666
| – | – | 0.17% | 17 |
|
|
2016
Q3 | $195K | Hold |
3,666
| – | – | 0.17% | 17 |
|
|
2016
Q2 | $202K | Buy |
3,666
+21
| +0.6% | +$1.16K | 0.18% | 15 |
|
|
2016
Q1 | $193K | Buy |
3,645
+19
| +0.5% | +$1.01K | 0.16% | 17 |
|
|
2015
Q4 | $183K | Buy |
+3,626
| New | +$183K | 0.15% | 20 |
|