UFA
US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,981
| Closed | -$201K | – | 147 |
|
|
2020
Q4 | $201K | Buy |
+2,981
| New | +$201K | 0.06% | 129 |
|
|
2016
Q2 | – | Sell |
-1,560
| Closed | -$83K | – | 406 |
|
|
2016
Q1 | $83K | Sell |
1,560
-118,761
| -99% | -$6.32M | 0.14% | 67 |
|
|
2015
Q4 | $6.08M | Buy |
120,321
+103,331
| +608% | +$5.22M | 5.76% | 1 |
|
|
2015
Q3 | $802K | Sell |
16,990
-120,122
| -88% | -$5.67M | 1.33% | 11 |
|
|
2015
Q2 | $6.53M | Buy |
137,112
+3,159
| +2% | +$150K | 6.16% | 1 |
|
|
2015
Q1 | $6.53M | Sell |
133,953
-14,549
| -10% | -$709K | 5.93% | 1 |
|
|
2014
Q4 | $7.2M | Buy |
+148,502
| New | +$7.2M | 6.43% | 1 |
|