Westover Capital 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
Q2 | – | Sell |
-4,700
| Closed | -$351K | – | 188 |
|
2023
Q1 | $351K | Hold |
4,700
| – | – | 0.13% | 118 |
|
2022
Q4 | $350K | Hold |
4,700
| – | – | 0.14% | 105 |
|
2022
Q3 | $314K | Hold |
4,700
| – | – | 0.12% | 115 |
|
2022
Q2 | $339K | Hold |
4,700
| – | – | 0.13% | 116 |
|
2022
Q1 | $357K | Buy |
+4,700
| New | +$357K | 0.11% | 128 |
|