SHA
Smith Hayes Advisers’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,350
| Closed | -$255K | – | 324 |
|
|
2015
Q2 | $255K | Sell |
5,350
-14,105
| -73% | -$672K | 0.05% | 272 |
|
|
2015
Q1 | $948K | Sell |
19,455
-1,402
| -7% | -$68.3K | 0.19% | 134 |
|
|
2014
Q4 | $1.01M | Buy |
20,857
+12,875
| +161% | +$624K | 0.21% | 130 |
|
|
2014
Q3 | $360K | Buy |
+7,982
| New | +$360K | 0.08% | 217 |
|