WP
WealthSource Partners’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
Q1 | – | Sell |
-7,305
| Closed | -$545K | – | 512 |
|
|
2022
Q4 | $545K | Sell |
7,305
-667
| -8% | -$49.7K | 0.04% | 289 |
|
|
2022
Q3 | $532K | Buy |
+7,972
| New | +$532K | 0.04% | 293 |
|
|
2020
Q1 | – | Sell |
-3,210
| Closed | -$202K | – | 445 |
|
|
2019
Q4 | $202K | Buy |
+3,210
| New | +$202K | 0.03% | 399 |
|
|
2019
Q2 | – | Sell |
-5,984
| Closed | -$336K | – | 489 |
|
|
2019
Q1 | $336K | Sell |
5,984
-49,050
| -89% | -$2.75M | 0.08% | 234 |
|
|
2018
Q4 | $2.8M | Buy |
55,034
+21,071
| +62% | +$1.07M | 0.8% | 36 |
|
|
2018
Q3 | $1.83M | Buy |
+33,963
| New | +$1.83M | 0.48% | 53 |
|