OWA
Outlook 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
Q1 | – | Sell |
-11,617
| Closed | -$866K | – | 207 |
|
|
2022
Q4 | $866K | Buy |
11,617
+69
| +0.6% | +$5.14K | 0.41% | 59 |
|
|
2022
Q3 | $771K | Buy |
+11,548
| New | +$771K | 0.35% | 65 |
|
|
2020
Q2 | – | Sell |
-3,927
| Closed | -$214K | – | 181 |
|
|
2020
Q1 | $214K | Buy |
+3,927
| New | +$214K | 0.12% | 142 |
|
|
2019
Q1 | – | Sell |
-644
| Closed | -$327K | – | 190 |
|
|
2018
Q4 | $327K | Buy |
+644
| New | +$327K | 0.15% | 142 |
|