Sheaff Brock Investment Advisors’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
Q2 | – | Hold |
0
| – | – | – | 538 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 560 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 580 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 560 |
|
|
2018
Q1 | – | Sell |
-3,509
| Closed | -$200K | – | 560 |
|
|
2017
Q4 | $200K | Buy |
+3,509
| New | +$200K | 0.03% | 460 |
|
|
2017
Q3 | – | Sell |
-9,153
| Closed | -$503K | – | 626 |
|
|
2017
Q2 | $503K | Sell |
9,153
-1,527
| -14% | -$83.9K | 0.07% | 269 |
|
|
2017
Q1 | $583K | Buy |
10,680
+4,842
| +83% | +$264K | 0.08% | 254 |
|
|
2016
Q4 | $302K | Buy |
5,838
+1,126
| +24% | +$58.2K | 0.04% | 398 |
|
|
2016
Q3 | $251K | Buy |
4,712
+1,055
| +29% | +$56.2K | 0.03% | 409 |
|
|
2016
Q2 | $202K | Sell |
3,657
-174
| -5% | -$9.61K | 0.03% | 483 |
|
|
2016
Q1 | $203K | Buy |
+3,831
| New | +$203K | 0.02% | 489 |
|