Capital Advisors Inc’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $383K | Hold |
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|
2025
Q2 | $395K | Hold |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $385K | Buy |
|
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $373K | Hold |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $377K | Sell |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $356K | Sell |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $358K | Buy |
|