Fort Point Capital Partners’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
-2,644
Closed -$208K 320
2024
Q4
$208K Buy
+2,644
New +$208K 0.02% 284
2024
Q1
Sell
-3,558
Closed -$256K 330
2023
Q4
$256K Sell
3,558
-433
-11% -$31.2K 0.04% 251
2023
Q3
$275K Buy
3,991
+350
+10% +$24.1K 0.04% 216
2023
Q2
$270K Sell
3,641
-85,127
-96% -$6.31M 0.04% 217
2023
Q1
$6.63M Sell
88,768
-11,382
-11% -$850K 1.01% 21
2022
Q4
$7.47M Sell
100,150
-6,075
-6% -$453K 1.16% 15
2022
Q3
$7.09M Buy
106,225
+5,842
+6% +$390K 1.18% 18
2022
Q2
$7.25M Buy
100,383
+41,626
+71% +$3M 1.18% 21
2022
Q1
$4.46M Buy
58,757
+52,667
+865% +$4M 0.62% 38
2021
Q4
$470K Hold
6,090
0.06% 164
2021
Q3
$419K Buy
+6,090
New +$419K 0.06% 155