Colton Groome Financial Advisors’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 | $2.25M | Buy |
27,765
+3,934
| +17% | +$319K | 0.76% | 30 |
|
|
2025
Q1 | $1.95M | Sell |
23,831
-1,740
| -7% | -$142K | 0.76% | 29 |
|
|
2024
Q4 | $2.01M | Buy |
25,571
+7,508
| +42% | +$590K | 0.77% | 31 |
|
|
2024
Q3 | $1.5M | Sell |
18,063
-303
| -2% | -$25.1K | 0.56% | 38 |
|
|
2024
Q2 | $1.41M | Buy |
18,366
+143
| +0.8% | +$11K | 0.55% | 36 |
|
|
2024
Q1 | $1.39M | Sell |
18,223
-188
| -1% | -$14.4K | 0.56% | 39 |
|
|
2023
Q4 | $1.33M | Buy |
18,411
+9,870
| +116% | +$711K | 0.58% | 38 |
|
|
2023
Q3 | $588K | Sell |
8,541
-6,705
| -44% | -$461K | 0.29% | 62 |
|
|
2023
Q2 | $1.13M | Buy |
15,246
+3,440
| +29% | +$255K | 0.53% | 47 |
|
|
2023
Q1 | $882K | Buy |
11,806
+1,385
| +13% | +$103K | 0.42% | 52 |
|
|
2022
Q4 | $777K | Buy |
10,421
+4,996
| +92% | +$372K | 0.38% | 52 |
|
|
2022
Q3 | $362K | Buy |
5,425
+625
| +13% | +$41.7K | 0.18% | 71 |
|
|
2022
Q2 | $346K | Buy |
4,800
+1,500
| +45% | +$108K | 0.17% | 72 |
|
|
2022
Q1 | $250K | Buy |
+3,300
| New | +$250K | 0.12% | 93 |
|