Calton & Associates’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 | $1.05M | Sell |
12,924
-38
| -0.3% | -$3.08K | 0.18% | 102 |
|
|
2025
Q1 | $1.06M | Buy |
12,962
+3,483
| +37% | +$284K | 0.24% | 84 |
|
|
2024
Q4 | $745K | Buy |
+9,479
| New | +$745K | 0.33% | 75 |
|
|
2022
Q2 | – | Sell |
-6,866
| Closed | -$521K | – | 361 |
|
|
2022
Q1 | $521K | Buy |
+6,866
| New | +$521K | 0.15% | 159 |
|
|
2018
Q1 | – | Sell |
-1,243
| Closed | -$72K | – | 1294 |
|
|
2017
Q4 | $72K | Buy |
+1,243
| New | +$72K | 0.02% | 565 |
|