SWA
Sutton Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $714K | Sell |
10,371
-148
| -1% | -$10.2K | 0.35% | 52 |
|
|
2023
Q2 | $780K | Hold |
10,519
| – | – | 0.38% | 49 |
|
|
2023
Q1 | $786K | Sell |
10,519
-480
| -4% | -$35.9K | 0.42% | 43 |
|
|
2022
Q4 | $820K | Sell |
10,999
-24
| -0.2% | -$1.79K | 0.31% | 56 |
|
|
2022
Q3 | $736K | Hold |
11,023
| – | – | 0.3% | 60 |
|
|
2022
Q2 | $796K | Hold |
11,023
| – | – | 0.32% | 56 |
|
|
2022
Q1 | $837K | Hold |
11,023
| – | – | 0.29% | 60 |
|
|
2021
Q4 | $850K | Sell |
11,023
-136
| -1% | -$10.5K | 0.28% | 61 |
|
|
2021
Q3 | $768K | Sell |
11,159
-42
| -0.4% | -$2.89K | 0.28% | 61 |
|
|
2021
Q2 | $784K | Sell |
11,201
-43
| -0.4% | -$3.01K | 0.29% | 61 |
|
|
2021
Q1 | $768K | Sell |
11,244
-4
| -0% | -$273 | 0.3% | 57 |
|
|
2020
Q4 | $759K | Sell |
11,248
-148
| -1% | -$9.98K | 0.32% | 52 |
|
|
2020
Q3 | $730K | Sell |
11,396
-26
| -0.2% | -$1.67K | 0.35% | 50 |
|
|
2020
Q2 | $670K | Sell |
11,422
-84
| -0.7% | -$4.93K | 0.35% | 50 |
|
|
2020
Q1 | $627K | Hold |
11,506
| – | – | 0.39% | 50 |
|
|
2019
Q4 | $725K | Sell |
11,506
-19
| -0.2% | -$1.2K | 0.37% | 51 |
|
|
2019
Q3 | $708K | Buy |
11,525
+48
| +0.4% | +$2.95K | 0.4% | 49 |
|
|
2019
Q2 | $666K | Sell |
11,477
-110
| -0.9% | -$6.39K | 0.38% | 46 |
|
|
2019
Q1 | $650K | Hold |
11,587
| – | – | 0.38% | 46 |
|
|
2018
Q4 | $588K | Sell |
11,587
-2,137
| -16% | -$109K | 0.38% | 46 |
|
|
2018
Q3 | $740K | Buy |
13,724
+1,800
| +15% | +$97.1K | 0.48% | 34 |
|
|
2018
Q2 | $614K | Sell |
11,924
-50
| -0.4% | -$2.58K | 0.43% | 38 |
|
|
2018
Q1 | $630K | Buy |
11,974
+50
| +0.4% | +$2.63K | 0.45% | 38 |
|
|
2017
Q4 | $678K | Sell |
11,924
-37
| -0.3% | -$2.11K | 0.5% | 36 |
|
|
2017
Q3 | $646K | Sell |
11,961
-36
| -0.3% | -$1.94K | 0.49% | 38 |
|
|
2017
Q2 | $659K | Sell |
11,997
-118
| -1% | -$6.48K | 0.52% | 35 |
|
|
2017
Q1 | $661K | Hold |
12,115
| – | – | 0.55% | 30 |
|
|
2016
Q4 | $626K | Sell |
12,115
-2,208
| -15% | -$114K | 0.56% | 30 |
|
|
2016
Q3 | $762K | Sell |
14,323
-1,430
| -9% | -$76.1K | 0.7% | 21 |
|
|
2016
Q2 | $869K | Buy |
15,753
+220
| +1% | +$12.1K | 0.82% | 18 |
|
|
2016
Q1 | $824K | Buy |
+15,533
| New | +$824K | 0.78% | 21 |
|