SFMG Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $235K | Buy |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $206K | Hold |
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|
2021
Q1 | $201K | Sell |
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|
2020
Q4 | $908K | Sell |
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|
2020
Q3 | $1.43M | Sell |
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|
2020
Q2 | $16.6M | Buy |
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|
2020
Q1 | $14.3M | Sell |
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|
2019
Q4 | $32.1M | Sell |
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|
2019
Q3 | $32.9M | Sell |
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|
2019
Q2 | $33.4M | Buy |
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|
2019
Q1 | $26.2M | Buy |
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|
2018
Q4 | $16.9M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $28.4M | Buy |
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|
2016
Q2 | $28.3M | Buy |
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|
2016
Q1 | $27M | Sell |
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|
2015
Q4 | $25.7M | Buy |
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|
2015
Q3 | $23M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $13.5M | Buy |
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