DHJJ 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 | $91.7K | Buy |
1,133
+720
| +174% | +$58.3K | 0.03% | 262 |
|
|
2025
Q1 | $33.8K | Buy |
413
+31
| +8% | +$2.53K | 0.01% | 368 |
|
|
2024
Q4 | $30K | Sell |
382
-87
| -19% | -$6.84K | 0.01% | 372 |
|
|
2024
Q3 | $38.9K | Buy |
469
+5
| +1% | +$415 | 0.02% | 339 |
|
|
2024
Q2 | $35.5K | Buy |
464
+1
| +0.2% | +$77 | 0.02% | 317 |
|
|
2024
Q1 | $35.4K | Buy |
463
+1
| +0.2% | +$76 | 0.02% | 303 |
|
|
2023
Q4 | $33.3K | Hold |
462
| – | – | 0.02% | 305 |
|
|
2023
Q3 | $31.8K | Buy |
+462
| New | +$31.8K | 0.02% | 300 |
|