Fulcrum Equity Management’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 | $1.25M | Buy |
15,432
+6,463
| +72% | +$523K | 1.28% | 17 |
|
|
2025
Q1 | $732K | Buy |
+8,969
| New | +$732K | 0.8% | 35 |
|
|
2024
Q4 | – | Sell |
-7,422
| Closed | -$616K | – | 160 |
|
|
2024
Q3 | $616K | Buy |
+7,422
| New | +$616K | 0.52% | 60 |
|
|
2024
Q1 | – | Sell |
-5,063
| Closed | -$365K | – | 117 |
|
|
2023
Q4 | $365K | Sell |
5,063
-1,293
| -20% | -$93.1K | 0.45% | 58 |
|
|
2023
Q3 | $437K | Sell |
6,356
-6,105
| -49% | -$420K | 0.51% | 52 |
|
|
2023
Q2 | $924K | Buy |
12,461
+3,703
| +42% | +$275K | 1.07% | 29 |
|
|
2023
Q1 | $654K | Sell |
8,758
-2,140
| -20% | -$160K | 0.61% | 48 |
|
|
2022
Q4 | $812K | Sell |
10,898
-188
| -2% | -$14K | 0.67% | 38 |
|
|
2022
Q3 | $740K | Sell |
11,086
-36
| -0.3% | -$2.4K | 0.63% | 38 |
|
|
2022
Q2 | $803K | Sell |
11,122
-1,506
| -12% | -$109K | 0.65% | 35 |
|
|
2022
Q1 | $958K | Buy |
+12,628
| New | +$958K | 0.57% | 40 |
|
|
2021
Q1 | – | Sell |
-7,864
| Closed | -$530K | – | 212 |
|
|
2020
Q4 | $530K | Buy |
7,864
+4,325
| +122% | +$291K | 0.21% | 86 |
|
|
2020
Q3 | $227K | Buy |
+3,539
| New | +$227K | 0.11% | 136 |
|
|
2020
Q1 | – | Sell |
-13,300
| Closed | -$838K | – | 94 |
|
|
2019
Q4 | $838K | Sell |
13,300
-1,085
| -8% | -$68.4K | 0.44% | 35 |
|
|
2019
Q3 | $884K | Buy |
14,385
+2,817
| +24% | +$173K | 0.45% | 21 |
|
|
2019
Q2 | $686K | Sell |
11,568
-575
| -5% | -$34.1K | 0.33% | 27 |
|
|
2019
Q1 | $681K | Buy |
+12,143
| New | +$681K | 0.23% | 21 |
|