Balboa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
3,821
-344
| -8% | -$27.9K | 0.06% | 244 |
|
|
2025
Q1 | $340K | Buy |
4,165
+469
| +13% | +$38.3K | 0.08% | 176 |
|
|
2024
Q4 | $291K | Sell |
3,696
-1,205
| -25% | -$94.7K | 0.07% | 219 |
|
|
2024
Q3 | $407K | Sell |
4,901
-2,308
| -32% | -$192K | 0.1% | 158 |
|
|
2024
Q2 | $552K | Buy |
7,209
+3,120
| +76% | +$239K | 0.15% | 123 |
|
|
2024
Q1 | $312K | Sell |
4,089
-1,123
| -22% | -$85.8K | 0.09% | 157 |
|
|
2023
Q4 | $375K | Sell |
5,212
-1,079
| -17% | -$77.7K | 0.12% | 134 |
|
|
2023
Q3 | $433K | Sell |
6,291
-4,758
| -43% | -$327K | 0.16% | 113 |
|
|
2023
Q2 | $820K | Buy |
11,049
+1,674
| +18% | +$124K | 0.29% | 61 |
|
|
2023
Q1 | $700K | Sell |
9,375
-7,592
| -45% | -$567K | 0.26% | 75 |
|
|
2022
Q4 | $1.26M | Buy |
16,967
+2,800
| +20% | +$209K | 0.57% | 39 |
|
|
2022
Q3 | $945K | Buy |
+14,167
| New | +$945K | 0.42% | 50 |
|