BOK Financial Private Wealth’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 | $22.7K | Sell |
280
-280
| -50% | -$22.7K | ﹤0.01% | 310 |
|
|
2025
Q1 | $45.7K | Sell |
560
-484
| -46% | -$39.5K | ﹤0.01% | 267 |
|
|
2024
Q4 | $82.1K | Buy |
1,044
+280
| +37% | +$22K | 0.01% | 226 |
|
|
2024
Q3 | $63.4K | Hold |
764
| – | – | ﹤0.01% | 242 |
|
|
2024
Q2 | $58.5K | Buy |
764
+9
| +1% | +$689 | ﹤0.01% | 242 |
|
|
2024
Q1 | $57.7K | Hold |
755
| – | – | ﹤0.01% | 246 |
|
|
2023
Q4 | $54.4K | Hold |
755
| – | – | ﹤0.01% | 237 |
|
|
2023
Q3 | $52K | Buy |
755
+292
| +63% | +$20.1K | ﹤0.01% | 225 |
|
|
2023
Q2 | $34.3K | Hold |
463
| – | – | ﹤0.01% | 255 |
|
|
2023
Q1 | $34.6K | Hold |
463
| – | – | ﹤0.01% | 268 |
|
|
2022
Q4 | $34.5K | Sell |
463
-1,137
| -71% | -$84.8K | ﹤0.01% | 258 |
|
|
2022
Q3 | $107K | Sell |
1,600
-507
| -24% | -$33.9K | 0.01% | 198 |
|
|
2022
Q2 | $152K | Buy |
+2,107
| New | +$152K | 0.01% | 185 |
|