TLFA
True Link 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,225
| Closed | -$94K | – | 289 |
|
|
2021
Q4 | $94K | Sell |
1,225
-850
| -41% | -$65.2K | 0.01% | 399 |
|
|
2021
Q3 | $143K | Hold |
2,075
| – | – | 0.02% | 295 |
|
|
2021
Q2 | $145K | Sell |
2,075
-74
| -3% | -$5.17K | 0.02% | 259 |
|
|
2021
Q1 | $147K | Buy |
2,149
+74
| +4% | +$5.06K | 0.02% | 309 |
|
|
2020
Q4 | $140K | Buy |
+2,075
| New | +$140K | 0.02% | 331 |
|