TLA
Tanglewood Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-700
| Closed | -$53.5K | – | 298 |
|
|
2024
Q1 | $53.5K | Sell |
700
-56
| -7% | -$4.28K | 0.03% | 157 |
|
|
2023
Q4 | $54.5K | Sell |
756
-3,700
| -83% | -$267K | 0.03% | 147 |
|
|
2023
Q3 | $307K | Buy |
4,456
+1
| +0% | +$69 | 0.18% | 64 |
|
|
2023
Q2 | $330K | Hold |
4,455
| – | – | 0.19% | 62 |
|
|
2023
Q1 | $333K | Buy |
4,455
+23
| +0.5% | +$1.72K | 0.21% | 56 |
|
|
2022
Q4 | $330K | Buy |
+4,432
| New | +$330K | 0.23% | 43 |
|