Comprehensive Financial Consultants Institutional’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
Q1 | – | Sell |
-4,144
| Closed | -$326K | – | 184 |
|
|
2024
Q4 | $326K | Sell |
4,144
-123
| -3% | -$9.67K | 0.12% | 139 |
|
|
2024
Q3 | $354K | Sell |
4,267
-860
| -17% | -$71.4K | 0.13% | 137 |
|
|
2024
Q2 | $393K | Hold |
5,127
| – | – | 0.15% | 129 |
|
|
2024
Q1 | $391K | Hold |
5,127
| – | – | 0.16% | 126 |
|
|
2023
Q4 | $369K | Sell |
5,127
-26
| -0.5% | -$1.87K | 0.17% | 124 |
|
|
2023
Q3 | $355K | Buy |
5,153
+26
| +0.5% | +$1.79K | 0.19% | 120 |
|
|
2023
Q2 | $380K | Buy |
5,127
+267
| +5% | +$19.8K | 0.2% | 121 |
|
|
2023
Q1 | $363K | Hold |
4,860
| – | – | 0.21% | 119 |
|
|
2022
Q4 | $362K | Hold |
4,860
| – | – | 0.22% | 118 |
|
|
2022
Q3 | $331K | Hold |
4,860
| – | – | 0.22% | 121 |
|
|
2022
Q2 | $352K | Hold |
4,860
| – | – | 0.25% | 117 |
|
|
2022
Q1 | $373K | Hold |
4,860
| – | – | 0.26% | 114 |
|
|
2021
Q4 | $368K | Buy |
+4,860
| New | +$368K | 0.24% | 108 |
|