WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-348
| Closed | -$23.9K | – | 119 |
|
|
2023
Q3 | $23.9K | Hold |
348
| – | – | 0.01% | 94 |
|
|
2023
Q2 | $25.8K | Hold |
348
| – | – | 0.01% | 91 |
|
|
2023
Q1 | $26K | Hold |
348
| – | – | 0.01% | 88 |
|
|
2022
Q4 | $25.9K | Hold |
348
| – | – | 0.01% | 94 |
|
|
2022
Q3 | $23K | Hold |
348
| – | – | 0.01% | 89 |
|
|
2022
Q2 | $25K | Hold |
348
| – | – | 0.01% | 89 |
|
|
2022
Q1 | $26K | Hold |
348
| – | – | 0.01% | 97 |
|
|
2021
Q4 | $27K | Hold |
348
| – | – | 0.01% | 100 |
|
|
2021
Q3 | $24K | Buy |
+348
| New | +$24K | 0.01% | 85 |
|
|
2021
Q1 | $24K | Buy |
+348
| New | +$24K | 0.01% | 74 |
|