IMZ 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
Q2 | $10.7M | Buy |
132,202
+31,751
| +32% | +$2.57M | 4.28% | 8 |
|
|
2025
Q1 | $8.2M | Sell |
100,451
-5,136
| -5% | -$419K | 3.72% | 9 |
|
|
2024
Q4 | $8.3M | Buy |
105,587
+4,840
| +5% | +$380K | 3.79% | 8 |
|
|
2024
Q3 | $8.21M | Sell |
100,747
-9,237
| -8% | -$753K | 3.8% | 8 |
|
|
2024
Q2 | $8.42M | Sell |
109,984
-7,711
| -7% | -$591K | 4.2% | 8 |
|
|
2024
Q1 | $8.99M | Sell |
117,695
-2,879
| -2% | -$220K | 4.63% | 8 |
|
|
2023
Q4 | $8.84M | Buy |
+120,574
| New | +$8.84M | 4.76% | 8 |
|