Accurate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,021
| Closed | -$231K | – | 422 |
|
|
2024
Q4 | $231K | Sell |
3,021
-256
| -8% | -$19.5K | 0.04% | 342 |
|
|
2024
Q3 | $270K | Buy |
+3,277
| New | +$270K | 0.05% | 301 |
|
|
2023
Q1 | – | Sell |
-2,508
| Closed | -$188K | – | 1492 |
|
|
2022
Q4 | $188K | Buy |
+2,508
| New | +$188K | 0.07% | 217 |
|
|
2022
Q3 | – | Sell |
-3,338
| Closed | -$242K | – | 214 |
|
|
2022
Q2 | $242K | Buy |
+3,338
| New | +$242K | 0.13% | 132 |
|