SAG
SageView Advisory Group’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,966
| Closed | -$438K | – | 885 |
|
|
2023
Q4 | $438K | Sell |
5,966
-17,799
| -75% | -$1.31M | 0.02% | 418 |
|
|
2023
Q3 | $1.64M | Buy |
23,765
+615
| +3% | +$42.3K | 0.09% | 130 |
|
|
2023
Q2 | $1.72M | Buy |
23,150
+9,145
| +65% | +$678K | 0.1% | 132 |
|
|
2023
Q1 | $1.05M | Buy |
14,005
+10,483
| +298% | +$783K | 0.07% | 198 |
|
|
2022
Q4 | $263K | Buy |
+3,522
| New | +$263K | 0.02% | 350 |
|