Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,793
| Closed | -$97K | – | 764 |
|
|
2020
Q1 | $97K | Sell |
1,793
-5
| -0.3% | -$270 | 0.06% | 270 |
|
|
2019
Q4 | $113K | Buy |
+1,798
| New | +$113K | 0.06% | 301 |
|
|
2019
Q3 | – | Sell |
-1,793
| Closed | -$104K | – | 737 |
|
|
2019
Q2 | $104K | Hold |
1,793
| – | – | 0.07% | 271 |
|
|
2019
Q1 | $100K | Hold |
1,793
| – | – | 0.07% | 256 |
|
|
2018
Q4 | $91K | Hold |
1,793
| – | – | 0.09% | 232 |
|
|
2018
Q3 | $97K | Sell |
1,793
-141
| -7% | -$7.63K | 0.09% | 242 |
|
|
2018
Q2 | $100K | Buy |
+1,934
| New | +$100K | 0.09% | 252 |
|