Ropes Wealth 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
2021
Q1
Sell
-660
Closed -$45K 810
2020
Q4
$45K Buy
+660
New +$45K 0.01% 397
2020
Q1
Sell
-2,288
Closed -$144K 577
2019
Q4
$144K Buy
2,288
+2,123
+1,287% +$134K 0.03% 238
2019
Q3
$10K Buy
+165
New +$10K ﹤0.01% 480