Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,076
| Closed | -$385K | – | 499 |
|
|
2022
Q1 | $385K | Sell |
5,076
-257
| -5% | -$19.5K | ﹤0.01% | 343 |
|
|
2021
Q4 | $482K | Sell |
5,333
-107
| -2% | -$9.67K | ﹤0.01% | 339 |
|
|
2021
Q3 | $374K | Buy |
5,440
+2,223
| +69% | +$153K | ﹤0.01% | 360 |
|
|
2021
Q2 | $225K | Sell |
3,217
-2,098
| -39% | -$147K | ﹤0.01% | 456 |
|
|
2021
Q1 | $363K | Sell |
5,315
-40
| -0.7% | -$2.73K | ﹤0.01% | 355 |
|
|
2020
Q4 | $361K | Sell |
5,355
-76,464
| -93% | -$5.15M | ﹤0.01% | 345 |
|
|
2020
Q3 | $5.25M | Buy |
81,819
+76,540
| +1,450% | +$4.91M | 0.04% | 169 |
|
|
2020
Q2 | $310K | Sell |
5,279
-936
| -15% | -$55K | ﹤0.01% | 285 |
|
|
2020
Q1 | $339K | Buy |
+6,215
| New | +$339K | ﹤0.01% | 274 |
|