Appleton Partners’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $545K | Buy |
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2025
Q1 | $319K | Sell |
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2024
Q4 | $326K | Buy |
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2024
Q3 | $286K | Buy |
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2024
Q2 | $250K | Sell |
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2024
Q1 | $269K | Sell |
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2023
Q4 | $348K | Sell |
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2023
Q3 | $436K | Sell |
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2023
Q2 | $579K | Buy |
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2023
Q1 | $531K | Buy |
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2022
Q4 | $468K | Buy |
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