EverSource Wealth 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 | $140K | Sell |
1,727
-917
| -35% | -$74.3K | 0.01% | 1029 |
|
|
2025
Q1 | $216K | Buy |
2,644
+2,124
| +408% | +$173K | 0.01% | 635 |
|
|
2024
Q4 | $40.9K | Buy |
520
+180
| +53% | +$14.1K | ﹤0.01% | 1276 |
|
|
2024
Q3 | $28.2K | Hold |
340
| – | – | ﹤0.01% | 1318 |
|
|
2024
Q2 | $26.5K | Sell |
340
-74
| -18% | -$5.76K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $31.3K | Buy |
414
+170
| +70% | +$12.8K | ﹤0.01% | 1174 |
|
|
2023
Q4 | $17.6K | Sell |
244
-559
| -70% | -$40.3K | ﹤0.01% | 1295 |
|
|
2023
Q3 | $55.3K | Hold |
803
| – | – | 0.01% | 769 |
|
|
2023
Q2 | $59.6K | Sell |
803
-3,820
| -83% | -$283K | 0.01% | 766 |
|
|
2023
Q1 | $345K | Buy |
4,623
+4,170
| +921% | +$312K | 0.04% | 274 |
|
|
2022
Q4 | $33.8K | Buy |
+453
| New | +$33.8K | 0.01% | 906 |
|