Wolff Wiese Magana’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 |
-195
| Closed | -$13.4K | – | 850 |
|
|
2023
Q3 | $13.4K | Buy |
195
+10
| +5% | +$688 | 0.01% | 311 |
|
|
2023
Q2 | $13.7K | Sell |
185
-20
| -10% | -$1.48K | 0.01% | 314 |
|
|
2023
Q1 | $15.3K | Hold |
205
| – | – | 0.01% | 303 |
|
|
2022
Q4 | $15.3K | Hold |
205
| – | – | 0.01% | 294 |
|
|
2022
Q3 | $14K | Buy |
+205
| New | +$14K | 0.01% | 451 |
|
|
2021
Q1 | – | Sell |
-2,443
| Closed | -$165K | – | 779 |
|
|
2020
Q4 | $165K | Buy |
+2,443
| New | +$165K | 0.14% | 132 |
|