FSC 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 | $2.67M | Sell |
32,929
-44,752
| -58% | -$3.62M | 1.68% | 18 |
|
|
2025
Q1 | $6.34M | Buy |
77,681
+44,752
| +136% | +$3.65M | 4.16% | 9 |
|
|
2024
Q4 | $2.59M | Hold |
32,929
| – | – | 1.67% | 19 |
|
|
2024
Q3 | $2.73M | Sell |
32,929
-2,677
| -8% | -$222K | 1.96% | 16 |
|
|
2024
Q2 | $2.73M | Hold |
35,606
| – | – | 2.01% | 15 |
|
|
2024
Q1 | $2.72M | Sell |
35,606
-76,068
| -68% | -$5.81M | 1.91% | 16 |
|
|
2023
Q4 | $8.04M | Buy |
+111,674
| New | +$8.04M | 5.89% | 6 |
|
|
2023
Q1 | – | Sell |
-269
| Closed | -$20.1K | – | 187 |
|
|
2022
Q4 | $20.1K | Buy |
+269
| New | +$20.1K | 0.03% | 85 |
|