Balanced Wealth Group’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
Q2 | $273K | Buy |
3,427
+23
| +0.7% | +$1.84K | 0.12% | 63 |
|
|
2025
Q1 | $278K | Buy |
3,404
+18
| +0.5% | +$1.47K | 0.13% | 57 |
|
|
2024
Q4 | $267K | Buy |
3,386
+26
| +0.8% | +$2.05K | 0.12% | 60 |
|
|
2024
Q3 | $279K | Buy |
3,360
+17
| +0.5% | +$1.41K | 0.12% | 58 |
|
|
2024
Q2 | $254K | Buy |
3,343
+25
| +0.8% | +$1.9K | 0.12% | 59 |
|
|
2024
Q1 | $256K | Sell |
3,318
-429
| -11% | -$33.1K | 0.11% | 64 |
|
|
2023
Q4 | $270K | Buy |
+3,747
| New | +$270K | 0.14% | 55 |
|