Briaud Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,164
| Closed | -$1.16M | – | 128 |
|
|
2023
Q4 | $1.16M | Sell |
16,164
-8
| -0% | -$576 | 0.99% | 7 |
|
|
2023
Q3 | $1.11M | Sell |
16,172
-693
| -4% | -$47.7K | 0.9% | 9 |
|
|
2023
Q2 | $1.25M | Buy |
16,865
+338
| +2% | +$25.1K | 1.18% | 8 |
|
|
2023
Q1 | $1.23M | Sell |
16,527
-396
| -2% | -$29.6K | 1.17% | 7 |
|
|
2022
Q4 | $1.26M | Buy |
16,923
+13,187
| +353% | +$983K | 1.02% | 6 |
|
|
2022
Q3 | $273K | Hold |
3,736
| – | – | 0.24% | 21 |
|
|
2022
Q2 | $269K | Sell |
3,736
-10,041
| -73% | -$723K | 0.18% | 18 |
|
|
2022
Q1 | $1.05M | Buy |
13,777
+8,941
| +185% | +$678K | 0.6% | 10 |
|
|
2021
Q4 | $372K | Buy |
+4,836
| New | +$372K | 0.2% | 16 |
|