SevenBridge Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-346
| Closed | -$20K | – | 573 |
|
|
2019
Q2 | $20K | Hold |
346
| – | – | 0.01% | 374 |
|
|
2019
Q1 | $19K | Hold |
346
| – | – | 0.01% | 338 |
|
|
2018
Q4 | $18K | Hold |
346
| – | – | 0.01% | 320 |
|
|
2018
Q3 | $19K | Hold |
346
| – | – | 0.01% | 349 |
|
|
2018
Q2 | $18K | Hold |
346
| – | – | 0.01% | 361 |
|
|
2018
Q1 | $18K | Hold |
346
| – | – | 0.01% | 367 |
|
|
2017
Q4 | $20K | Hold |
346
| – | – | 0.01% | 375 |
|
|
2017
Q3 | $19K | Hold |
346
| – | – | 0.01% | 381 |
|
|
2017
Q2 | $19K | Hold |
346
| – | – | 0.01% | 388 |
|
|
2017
Q1 | $19K | Sell |
346
-154
| -31% | -$8.46K | 0.01% | 377 |
|
|
2016
Q4 | $26K | Hold |
500
| – | – | 0.02% | 331 |
|
|
2016
Q3 | $26K | Sell |
500
-53
| -10% | -$2.76K | 0.02% | 330 |
|
|
2016
Q2 | $30K | Buy |
+553
| New | +$30K | 0.02% | 349 |
|