Seven Springs Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,911
| Closed | -$224K | – | 70 |
|
|
2021
Q4 | $224K | Hold |
2,911
| – | – | 0.1% | 60 |
|
|
2021
Q3 | $200K | Hold |
2,911
| – | – | 0.1% | 75 |
|
|
2021
Q2 | $204K | Hold |
2,911
| – | – | 0.09% | 77 |
|
|
2021
Q1 | $199K | Hold |
2,911
| – | – | 0.09% | 50 |
|
|
2020
Q4 | $196K | Sell |
2,911
-1,290
| -31% | -$86.9K | 0.1% | 49 |
|
|
2020
Q3 | $269K | Buy |
4,201
+560
| +15% | +$35.9K | 0.17% | 45 |
|
|
2020
Q2 | $214K | Buy |
3,641
+136
| +4% | +$7.99K | 0.14% | 43 |
|
|
2020
Q1 | $191K | Buy |
+3,505
| New | +$191K | 0.13% | 47 |
|