American Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $252K | Hold |
3,035
| – | – | 0.2% | 44 |
|
|
2024
Q2 | $232K | Sell |
3,035
-795
| -21% | -$60.9K | 0.16% | 50 |
|
|
2024
Q1 | $292K | Sell |
3,830
-176
| -4% | -$13.4K | 0.21% | 38 |
|
|
2023
Q4 | $289K | Hold |
4,006
| – | – | 0.22% | 37 |
|
|
2023
Q3 | $276K | Hold |
4,006
| – | – | 0.18% | 28 |
|
|
2023
Q2 | $297K | Sell |
4,006
-571
| -12% | -$42.4K | 0.19% | 29 |
|
|
2023
Q1 | $342K | Sell |
4,577
-4,699
| -51% | -$351K | 0.23% | 21 |
|
|
2022
Q4 | $692K | Buy |
9,276
+9,264
| +77,200% | +$691K | 0.69% | 12 |
|
|
2022
Q3 | $811 | Sell |
12
-83,273
| -100% | -$5.63M | 1.01% | 11 |
|
|
2022
Q2 | $6.01M | Buy |
+83,285
| New | +$6.01M | 6.69% | 7 |
|