Stuart Chaussee & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$7K | – | 155 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | 0.02% | 120 |
|
|
2022
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 132 |
|
|
2018
Q1 | – | Sell |
-442,984
| Closed | -$25.2M | – | 124 |
|
|
2017
Q4 | $25.2M | Buy |
442,984
+442,299
| +64,569% | +$25.2M | 18.21% | 4 |
|
|
2017
Q3 | $37K | Sell |
685
-2,740
| -80% | -$148K | 0.03% | 41 |
|
|
2017
Q2 | $188K | Hold |
3,425
| – | – | 0.14% | 16 |
|
|
2017
Q1 | $187K | Buy |
+3,425
| New | +$187K | 0.18% | 14 |
|
|
2016
Q1 | – | Sell |
-808,279
| Closed | -$40.8M | – | 97 |
|
|
2015
Q4 | $40.8M | Buy |
+808,279
| New | +$40.8M | 38.32% | 1 |
|