Vishria Bird Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,561
| Closed | -$243K | – | 59 |
|
|
2021
Q1 | $243K | Hold |
3,561
| – | – | 0.13% | 49 |
|
|
2020
Q4 | $240K | Hold |
3,561
| – | – | 0.14% | 46 |
|
|
2020
Q3 | $228K | Hold |
3,561
| – | – | 0.14% | 44 |
|
|
2020
Q2 | $209K | Buy |
+3,561
| New | +$209K | 0.16% | 39 |
|
|
2020
Q1 | – | Sell |
-3,561
| Closed | -$224K | – | 50 |
|
|
2019
Q4 | $224K | Hold |
3,561
| – | – | 0.22% | 45 |
|
|
2019
Q3 | $219K | Hold |
3,561
| – | – | 0.25% | 44 |
|
|
2019
Q2 | $207K | Buy |
+3,561
| New | +$207K | 0.21% | 49 |
|