Fiduciary Planning’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
2024
Q2
Sell
-2,839
Closed -$217K 64
2024
Q1
$217K Buy
+2,839
New +$217K 0.08% 52
2021
Q2
Sell
-154,735
Closed -$10.6M 280
2021
Q1
$10.6M Buy
+154,735
New +$10.6M 15.97% 1