Strategic Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.66M | Hold |
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|
2021
Q3 | $3.27M | Sell |
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|
2021
Q2 | $5.4M | Sell |
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|
2021
Q1 | $5.35M | Buy |
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|
2020
Q4 | $5.1M | Sell |
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|
2020
Q3 | $5.04M | Buy |
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|
2020
Q2 | $2.36M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8.38M | Hold |
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|
2016
Q2 | $8.38M | Sell |
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|
2016
Q1 | $10.3M | Buy |
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|
2015
Q4 | $6.52M | Hold |
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|
2015
Q3 | $6.09M | Buy |
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|
2015
Q2 | $4.36M | Sell |
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|
2015
Q1 | $7.72M | Sell |
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|
2014
Q4 | $7.97M | Sell |
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|
2014
Q3 | $7.67M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $7.09M | Buy |
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