Reilly Financial Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $136K | Hold |
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|
2021
Q3 | $122K | Hold |
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|
2021
Q2 | $124K | Sell |
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|
2021
Q1 | $131K | Buy |
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|
2020
Q4 | $119K | Sell |
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|
2020
Q3 | $163K | Hold |
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|
2020
Q2 | $149K | Hold |
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|
2020
Q1 | $138K | Hold |
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|
2019
Q4 | $160K | Hold |
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|
2019
Q3 | $156K | Hold |
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|
2019
Q2 | $148K | Hold |
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|
2019
Q1 | $143K | Sell |
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|
2018
Q4 | $162K | Hold |
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|
2018
Q3 | $172K | Sell |
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|
2018
Q2 | $182K | Hold |
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|
2018
Q1 | $186K | Buy |
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|
2017
Q4 | $182K | Sell |
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|
2017
Q3 | $174K | Buy |
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|
2017
Q2 | $175K | Hold |
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|
2017
Q1 | $174K | Buy |
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|
2016
Q4 | $151K | Buy |
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|
2016
Q3 | $114K | Hold |
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|
2016
Q2 | $118K | Sell |
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|
2016
Q1 | $117K | Hold |
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|
2015
Q4 | $111K | Hold |
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|
2015
Q3 | $104K | Hold |
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|
2015
Q2 | $105K | Buy |
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|
2015
Q1 | $50K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $33K | Sell |
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|
2013
Q4 | $52K | Buy |
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|
2013
Q3 | $30K | Sell |
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|
2013
Q2 | $37K | Buy |
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