Householder Group Estate & Retirement Specialist’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
Q4 | $11K | Sell |
150
-713
| -83% | -$52.3K | 0.01% | 360 |
|
|
2024
Q3 | $71K | Sell |
863
-125
| -13% | -$10.3K | 0.02% | 426 |
|
|
2024
Q2 | $75K | Sell |
988
-121
| -11% | -$9.19K | 0.02% | 403 |
|
|
2024
Q1 | $84.7K | Sell |
1,109
-25
| -2% | -$1.91K | 0.03% | 374 |
|
|
2023
Q4 | $81K | Buy |
1,134
+5
| +0.4% | +$357 | 0.03% | 371 |
|
|
2023
Q3 | $77.7K | Buy |
+1,129
| New | +$77.7K | 0.03% | 365 |
|
|
2023
Q1 | $84K | Buy |
+1,120
| New | +$84K | 0.03% | 343 |
|
|
2022
Q4 | – | Sell |
-1,112
| Closed | -$74K | – | 1186 |
|
|
2022
Q3 | $74K | Sell |
1,112
-2,109
| -65% | -$140K | 0.03% | 321 |
|
|
2022
Q2 | $233K | Buy |
+3,221
| New | +$233K | 0.1% | 177 |
|