Ironwood Wealth Management (West Virginia)’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 |
-97,860
| Closed | -$7.47M | – | 23 |
|
|
2024
Q4 | $7.47M | Buy |
97,860
+2,423
| +3% | +$185K | 3.69% | 13 |
|
|
2024
Q3 | $7.78M | Sell |
95,437
-268
| -0.3% | -$21.8K | 3.81% | 12 |
|
|
2024
Q2 | $7.38M | Buy |
95,705
+1,687
| +2% | +$130K | 3.73% | 13 |
|
|
2024
Q1 | $6.97M | Buy |
94,018
+1,971
| +2% | +$146K | 3.65% | 13 |
|
|
2023
Q4 | $6.68M | Buy |
92,047
+6,418
| +7% | +$466K | 3.65% | 13 |
|
|
2023
Q3 | $5.74M | Buy |
85,629
+7,742
| +10% | +$519K | 3.43% | 13 |
|
|
2023
Q2 | $5.8M | Buy |
77,887
+1,364
| +2% | +$102K | 3.38% | 13 |
|
|
2023
Q1 | $5.77M | Buy |
76,523
+1,204
| +2% | +$90.7K | 3.44% | 13 |
|
|
2022
Q4 | $5.6M | Buy |
75,319
+1,329
| +2% | +$98.9K | 3.28% | 13 |
|
|
2022
Q3 | $4.92M | Buy |
+73,990
| New | +$4.92M | 3.54% | 12 |
|