Peloton Wealth Strategists’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
Q4 | – | Sell |
-44,140
| Closed | -$2.38M | – | 66 |
|
|
2017
Q3 | $2.38M | Buy |
+44,140
| New | +$2.38M | 1.84% | 23 |
|
|
2017
Q2 | – | Sell |
-43,248
| Closed | -$2.36M | – | 74 |
|
|
2017
Q1 | $2.36M | Buy |
43,248
+36,105
| +505% | +$1.97M | 1.94% | 21 |
|
|
2016
Q4 | $369K | Sell |
7,143
-135
| -2% | -$6.97K | 0.3% | 72 |
|
|
2016
Q3 | $387K | Buy |
+7,278
| New | +$387K | 0.32% | 70 |
|