Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $780K | Hold |
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|
2023
Q1 | $786K | Sell |
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|
2022
Q4 | $820K | Sell |
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|
2022
Q3 | $736K | Hold |
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|
2022
Q2 | $796K | Hold |
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|
2022
Q1 | $837K | Hold |
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|
2021
Q4 | $850K | Sell |
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|
2021
Q3 | $768K | Sell |
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|
2021
Q2 | $784K | Sell |
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|
2021
Q1 | $768K | Sell |
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|
2020
Q4 | $759K | Sell |
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|
2020
Q3 | $730K | Sell |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $627K | Hold |
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|
2019
Q4 | $725K | Sell |
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|
2019
Q3 | $708K | Buy |
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|
2019
Q2 | $666K | Sell |
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|
2019
Q1 | $650K | Hold |
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|
2018
Q4 | $588K | Sell |
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|
2018
Q3 | $740K | Buy |
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|
2018
Q2 | $614K | Sell |
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|
2018
Q1 | $630K | Buy |
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|
2017
Q4 | $678K | Sell |
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|
2017
Q3 | $646K | Sell |
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|
2017
Q2 | $659K | Sell |
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|
2017
Q1 | $661K | Hold |
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|
2016
Q4 | $626K | Sell |
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|
2016
Q3 | $762K | Sell |
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|
2016
Q2 | $869K | Buy |
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|
2016
Q1 | $824K | Buy |
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