Sugarloaf Wealth Management’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
Q4 | – | Sell |
-1
| Closed | -$1K | – | 874 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 805 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 832 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 777 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 789 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 804 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 784 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 784 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 749 |
|
|
2020
Q3 | $0 | Sell |
1
-35
| -97% | – | ﹤0.01% | 725 |
|
|
2020
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 621 |
|
|
2020
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 622 |
|
|
2019
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 650 |
|