Bartlett & Co 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
Q2 | $18.5K | Buy |
+229
| New | +$18.5K | ﹤0.01% | 826 |
|
|
2024
Q1 | – | Sell |
-885
| Closed | -$63.6K | – | 1220 |
|
|
2023
Q4 | $63.6K | Buy |
+885
| New | +$63.6K | ﹤0.01% | 655 |
|
|
2018
Q3 | – | Sell |
-425
| Closed | -$21.9K | – | 742 |
|
|
2018
Q2 | $21.9K | Buy |
425
+181
| +74% | +$9.33K | ﹤0.01% | 519 |
|
|
2018
Q1 | $12.8K | Buy |
+244
| New | +$12.8K | ﹤0.01% | 586 |
|