CWM
Cranbrook Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733 | Hold |
9
| – | – | ﹤0.01% | 389 |
|
|
2025
Q1 | $740 | Hold |
9
| – | – | ﹤0.01% | 405 |
|
|
2024
Q4 | $712 | Buy |
+9
| New | +$712 | ﹤0.01% | 373 |
|
|
2024
Q3 | – | Sell |
-26
| Closed | -$1.97K | – | 382 |
|
|
2024
Q2 | $1.97K | Hold |
26
| – | – | ﹤0.01% | 288 |
|
|
2024
Q1 | $1.96K | Hold |
26
| – | – | ﹤0.01% | 271 |
|
|
2023
Q4 | $1.85K | Buy |
+26
| New | +$1.85K | ﹤0.01% | 280 |
|
|
2018
Q3 | – | Sell |
-2,069
| Closed | -$107K | – | 243 |
|
|
2018
Q2 | $107K | Sell |
2,069
-5,781
| -74% | -$299K | 0.04% | 88 |
|
|
2018
Q1 | $413K | Hold |
7,850
| – | – | 0.16% | 53 |
|
|
2017
Q4 | $447K | Sell |
7,850
-1,003
| -11% | -$57.1K | 0.18% | 53 |
|
|
2017
Q3 | $478K | Sell |
8,853
-1,602
| -15% | -$86.5K | 0.2% | 52 |
|
|
2017
Q2 | $574K | Sell |
10,455
-146
| -1% | -$8.02K | 0.25% | 47 |
|
|
2017
Q1 | $579K | Sell |
10,601
-1,791
| -14% | -$97.8K | 0.27% | 45 |
|
|
2016
Q4 | $641K | Buy |
12,392
+16
| +0.1% | +$828 | 0.31% | 42 |
|
|
2016
Q3 | $659K | Buy |
12,376
+9,195
| +289% | +$490K | 0.33% | 40 |
|
|
2016
Q2 | $175K | Buy |
+3,181
| New | +$175K | 0.09% | 59 |
|