SFM
Stack Financial Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,286
| Closed | -$251K | – | 52 |
|
|
2020
Q2 | $251K | Buy |
4,286
+222
| +5% | +$13K | 0.03% | 50 |
|
|
2020
Q1 | $221K | Sell |
4,064
-12
| -0.3% | -$653 | 0.03% | 40 |
|
|
2019
Q4 | $257K | Sell |
4,076
-48
| -1% | -$3.03K | 0.03% | 48 |
|
|
2019
Q3 | $253K | Buy |
+4,124
| New | +$253K | 0.03% | 46 |
|
|
2019
Q1 | – | Sell |
-9,649
| Closed | -$490K | – | 51 |
|
|
2018
Q4 | $490K | Buy |
+9,649
| New | +$490K | 0.06% | 47 |
|