Patriot Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $15.2M | Sell |
299,771
-7,224
| -2% | -$367K | 2.23% | 8 |
|
|
2018
Q3 | $16.6M | Buy |
306,995
+99,130
| +48% | +$5.35M | 2.09% | 8 |
|
|
2018
Q2 | $10.7M | Buy |
207,865
+4,679
| +2% | +$241K | 1.47% | 19 |
|
|
2018
Q1 | $10.7M | Sell |
203,186
-117,006
| -37% | -$6.16M | 1.52% | 18 |
|
|
2017
Q4 | $18.2M | Buy |
320,192
+6,161
| +2% | +$351K | 2.58% | 6 |
|
|
2017
Q3 | $17M | Buy |
+314,031
| New | +$17M | 2.75% | 5 |
|