Oxford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-188
| Closed | -$13.5K | – | 308 |
|
|
2023
Q4 | $13.5K | Buy |
+188
| New | +$13.5K | ﹤0.01% | 281 |
|
|
2022
Q2 | – | Sell |
-145
| Closed | -$11K | – | 293 |
|
|
2022
Q1 | $11K | Hold |
145
| – | – | ﹤0.01% | 243 |
|
|
2021
Q4 | $11K | Buy |
+145
| New | +$11K | ﹤0.01% | 254 |
|
|
2021
Q3 | – | Sell |
-986
| Closed | -$69K | – | 254 |
|
|
2021
Q2 | $69K | Buy |
+986
| New | +$69K | 0.01% | 194 |
|