TrueWealth LLC’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 489 |
|
|
2020
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 488 |
|
|
2019
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 483 |
|
|
2019
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 476 |
|
|
2019
Q2 | $9K | Sell |
150
-299
| -67% | -$17.9K | ﹤0.01% | 476 |
|
|
2019
Q1 | $25K | Buy |
449
+299
| +199% | +$16.6K | 0.01% | 345 |
|
|
2018
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 473 |
|
|
2018
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 532 |
|
|
2018
Q2 | $8K | Sell |
150
-369
| -71% | -$19.7K | ﹤0.01% | 540 |
|
|
2018
Q1 | $27K | Buy |
519
+369
| +246% | +$19.2K | 0.01% | 322 |
|
|
2017
Q4 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 538 |
|