GoalVest Advisory’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 |
-11
| Closed | -$865 | – | 558 |
|
|
2024
Q4 | $865 | Buy |
+11
| New | +$865 | ﹤0.01% | 362 |
|
|
2024
Q3 | – | Sell |
-2
| Closed | -$161 | – | 394 |
|
|
2024
Q2 | $161 | Hold |
2
| – | – | ﹤0.01% | 310 |
|
|
2024
Q1 | $159 | Hold |
2
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $149 | Sell |
2
-154
| -99% | -$11.5K | ﹤0.01% | 361 |
|
|
2023
Q3 | $10.7K | Buy |
+156
| New | +$10.7K | 0.01% | 273 |
|