Sargent Bickham Lagudis’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $121K | Sell |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $100K | Sell |
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|
2021
Q4 | $134K | Sell |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | $197K | Sell |
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|
2021
Q1 | $714K | Sell |
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|
2020
Q4 | $1.6M | Sell |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.37M | Buy |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $806K | Buy |
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|
2019
Q3 | $23K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $19K | Sell |
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|
2018
Q1 | $85K | Sell |
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|
2017
Q4 | $726K | Buy |
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|
2017
Q3 | $686K | Buy |
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|
2017
Q2 | $113K | Buy |
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|
2017
Q1 | $64K | Hold |
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|
2016
Q4 | $61K | Buy |
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|
2016
Q3 | $249 | Sell |
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|
2016
Q2 | $770K | Buy |
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|
2016
Q1 | $174K | Buy |
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