YorkBridge Wealth Partners’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
Q3 | – | Sell |
-300
| Closed | -$17K | – | 662 |
|
|
2019
Q2 | $17K | Hold |
300
| – | – | 0.01% | 497 |
|
|
2019
Q1 | $17K | Hold |
300
| – | – | 0.01% | 490 |
|
|
2018
Q4 | $15K | Hold |
300
| – | – | 0.01% | 525 |
|
|
2018
Q3 | $16K | Hold |
300
| – | – | 0.01% | 565 |
|
|
2018
Q2 | $15K | Hold |
300
| – | – | 0.01% | 584 |
|
|
2018
Q1 | $16K | Hold |
300
| – | – | 0.01% | 576 |
|
|
2017
Q4 | $16K | Hold |
300
| – | – | 0.01% | 584 |
|
|
2017
Q3 | $16K | Hold |
300
| – | – | 0.01% | 580 |
|
|
2017
Q2 | $16K | Hold |
300
| – | – | 0.01% | 566 |
|
|
2017
Q1 | $16K | Sell |
300
-30
| -9% | -$1.6K | 0.01% | 560 |
|
|
2016
Q4 | $17K | Buy |
+330
| New | +$17K | 0.01% | 492 |
|