RDM
Retirement Design & Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-42,709
| Closed | -$2.36M | – | 66 |
|
|
2016
Q2 | $2.36M | Sell |
42,709
-922
| -2% | -$50.8K | 1.47% | 16 |
|
|
2016
Q1 | $2.32M | Sell |
43,631
-41,716
| -49% | -$2.21M | 1.65% | 15 |
|
|
2015
Q4 | $4.31M | Buy |
85,347
+32,486
| +61% | +$1.64M | 2.4% | 15 |
|
|
2015
Q3 | $2.5M | Buy |
+52,861
| New | +$2.5M | 2.58% | 14 |
|