RMR Wealth Builders’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,268
| Closed | -$431K | – | 248 |
|
|
2023
Q3 | $431K | Buy |
6,268
+19
| +0.3% | +$1.31K | 0.07% | 150 |
|
|
2023
Q2 | $464K | Buy |
6,249
+2,050
| +49% | +$152K | 0.08% | 123 |
|
|
2023
Q1 | $314K | Buy |
+4,199
| New | +$314K | 0.06% | 164 |
|
|
2021
Q2 | – | Sell |
-2,257
| Closed | -$154K | – | 723 |
|
|
2021
Q1 | $154K | Buy |
+2,257
| New | +$154K | 0.04% | 225 |
|