TFA
Trinity Financial 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
Q2 | – | Sell |
-4,137
| Closed | -$309K | – | 81 |
|
|
2023
Q1 | $309K | Sell |
4,137
-823
| -17% | -$61.5K | 0.19% | 51 |
|
|
2022
Q4 | $370K | Sell |
4,960
-1,922
| -28% | -$143K | 0.24% | 43 |
|
|
2022
Q3 | $459K | Buy |
+6,882
| New | +$459K | 0.33% | 36 |
|
|
2022
Q2 | – | Sell |
-7,089
| Closed | -$538K | – | 65 |
|
|
2022
Q1 | $538K | Buy |
+7,089
| New | +$538K | 0.34% | 30 |
|