Berger Financial 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 | $2.79M | Buy |
34,468
+288
| +0.8% | +$23.3K | 0.18% | 109 |
|
|
2025
Q1 | $2.79M | Sell |
34,180
-1,993
| -6% | -$163K | 0.19% | 110 |
|
|
2024
Q4 | $2.84M | Sell |
36,173
-325
| -0.9% | -$25.5K | 0.2% | 106 |
|
|
2024
Q3 | $3.03M | Sell |
36,498
-2,203
| -6% | -$183K | 0.22% | 98 |
|
|
2024
Q2 | $2.96M | Sell |
38,701
-1,212
| -3% | -$92.8K | 0.24% | 94 |
|
|
2024
Q1 | $3.05M | Buy |
39,913
+36,791
| +1,178% | +$2.81M | 0.25% | 94 |
|
|
2023
Q4 | $225K | Buy |
+3,122
| New | +$225K | 0.02% | 281 |
|