Secure Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,332
| Closed | -$289K | – | 201 |
|
|
2022
Q3 | $289K | Sell |
4,332
-1,242
| -22% | -$82.9K | 0.16% | 109 |
|
|
2022
Q2 | $402K | Sell |
5,574
-2,028
| -27% | -$146K | 0.22% | 90 |
|
|
2022
Q1 | $577K | Buy |
7,602
+3,016
| +66% | +$229K | 0.26% | 77 |
|
|
2021
Q4 | $354K | Buy |
+4,586
| New | +$354K | 0.14% | 122 |
|
|
2020
Q2 | – | Sell |
-5,869
| Closed | -$320K | – | 164 |
|
|
2020
Q1 | $320K | Buy |
5,869
+1,653
| +39% | +$90.1K | 0.34% | 71 |
|
|
2019
Q4 | $266K | Buy |
+4,216
| New | +$266K | 0.19% | 129 |
|