Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,184
| Closed | -$123K | – | 2126 |
|
|
2019
Q1 | $123K | Hold |
2,184
| – | – | 0.01% | 571 |
|
|
2018
Q4 | $111K | Buy |
2,184
+200
| +10% | +$10.2K | 0.01% | 574 |
|
|
2018
Q3 | $107K | Sell |
1,984
-29
| -1% | -$1.56K | 0.01% | 659 |
|
|
2018
Q2 | $104K | Sell |
2,013
-11
| -0.5% | -$568 | 0.01% | 693 |
|
|
2018
Q1 | $107K | Buy |
2,024
+40
| +2% | +$2.12K | 0.01% | 686 |
|
|
2017
Q4 | $113K | Sell |
1,984
-144
| -7% | -$8.2K | 0.01% | 667 |
|
|
2017
Q3 | $115K | Buy |
2,128
+144
| +7% | +$7.78K | 0.01% | 655 |
|
|
2017
Q2 | $109K | Hold |
1,984
| – | – | 0.01% | 664 |
|
|
2017
Q1 | $108K | Sell |
1,984
-515
| -21% | -$28K | 0.02% | 572 |
|
|
2016
Q4 | $129K | Sell |
2,499
-732
| -23% | -$37.8K | 0.02% | 498 |
|
|
2016
Q3 | $172K | Buy |
3,231
+106
| +3% | +$5.64K | 0.03% | 421 |
|
|
2016
Q2 | $172K | Buy |
3,125
+2,525
| +421% | +$139K | 0.03% | 405 |
|
|
2016
Q1 | $32K | Hold |
600
| – | – | 0.01% | 818 |
|
|
2015
Q4 | $30K | Buy |
+600
| New | +$30K | 0.01% | 840 |
|