Summit Place Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $244K | Buy |
|
|||||
|
2022
Q2 | $254K | Sell |
|
|||||
|
2022
Q1 | $308K | Buy |
|
|||||
|
2021
Q4 | $305K | Sell |
|
|||||
|
2021
Q3 | $325K | Hold |
|
|||||
|
2021
Q2 | $331K | Sell |
|
|||||
|
2021
Q1 | $324K | Sell |
|
|||||
|
2020
Q4 | $817K | Sell |
|
|||||
|
2020
Q3 | $1.2M | Buy |
|
|||||
|
2020
Q2 | $1.03M | Buy |
|
|||||
|
2020
Q1 | $561K | Sell |
|
|||||
|
2019
Q4 | $873K | Buy |
|