Steward Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $63K | Hold |
919
| – | – | 0.02% | 127 |
|
|
2023
Q2 | $68K | Buy |
919
+38
| +4% | +$2.81K | 0.02% | 119 |
|
|
2023
Q1 | $65K | Hold |
881
| – | – | 0.02% | 82 |
|
|
2022
Q4 | $65K | Buy |
+881
| New | +$65K | 0.03% | 66 |
|
|
2022
Q3 | – | Sell |
-881
| Closed | -$63K | – | 1355 |
|
|
2022
Q2 | $63K | Hold |
881
| – | – | 0.05% | 74 |
|
|
2022
Q1 | $66K | Hold |
881
| – | – | 0.06% | 68 |
|
|
2021
Q4 | $67K | Buy |
+881
| New | +$67K | 0.06% | 63 |
|