Keystone Wealth Services’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 | $236K | Hold |
2,916
| – | – | 0.06% | 249 |
|
|
2025
Q1 | $238K | Hold |
2,916
| – | – | 0.06% | 236 |
|
|
2024
Q4 | $229K | Hold |
2,916
| – | – | 0.06% | 229 |
|
|
2024
Q3 | $242K | Hold |
2,916
| – | – | 0.07% | 223 |
|
|
2024
Q2 | $223K | Buy |
2,916
+53
| +2% | +$4.06K | 0.07% | 215 |
|
|
2024
Q1 | $219K | Hold |
2,863
| – | – | 0.07% | 204 |
|
|
2023
Q4 | $206K | Buy |
+2,863
| New | +$206K | 0.07% | 207 |
|
|
2023
Q3 | – | Sell |
-2,863
| Closed | -$212K | – | 219 |
|
|
2023
Q2 | $212K | Hold |
2,863
| – | – | 0.08% | 190 |
|
|
2023
Q1 | $214K | Sell |
2,863
-19
| -0.7% | -$1.42K | 0.09% | 182 |
|
|
2022
Q4 | $215K | Buy |
+2,882
| New | +$215K | 0.09% | 175 |
|
|
2022
Q3 | – | Sell |
-2,934
| Closed | -$212K | – | 177 |
|
|
2022
Q2 | $212K | Sell |
2,934
-27
| -0.9% | -$1.95K | 0.09% | 159 |
|
|
2022
Q1 | $225K | Sell |
2,961
-17
| -0.6% | -$1.29K | 0.09% | 162 |
|
|
2021
Q4 | $230K | Buy |
+2,978
| New | +$230K | 0.09% | 159 |
|