Mark Sheptoff Financial Planning’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	$11.3K	Hold	139	–	–	0.01%	326
2025 Q1	$11.4K	Sell	139 -300	-68%	-$24.5K	0.01%	307
2024 Q4	$34.5K	Hold	439	–	–	0.02%	206
2024 Q3	$36.4K	Hold	439	–	–	0.02%	190
2024 Q2	$33.6K	Buy	439 +139	+46%	+$10.6K	0.02%	209
2024 Q1	$22.9K	Hold	300	–	–	0.01%	227
2023 Q4	$21.6K	Hold	300	–	–	0.01%	220
2023 Q3	$20.6K	Hold	300	–	–	0.01%	208
2023 Q2	$22.3K	Hold	300	–	–	0.01%	217
2023 Q1	$22.4K	Hold	300	–	–	0.01%	212
2022 Q4	$22.4K	Hold	300	–	–	0.01%	212
2022 Q3	$20K	Hold	300	–	–	0.01%	209
2022 Q2	$22K	Hold	300	–	–	0.01%	215
2022 Q1	$23K	Hold	300	–	–	0.01%	236
2021 Q4	$23K	Hold	300	–	–	0.01%	246
2021 Q3	$21K	Hold	300	–	–	0.01%	243
2021 Q2	$21K	Hold	300	–	–	0.01%	267
2021 Q1	$20K	Hold	300	–	–	0.01%	234
2020 Q4	$20K	Hold	300	–	–	0.01%	221
2020 Q3	$19K	Sell	300 -341	-53%	-$21.6K	0.01%	193
2020 Q2	$38K	Hold	641	–	–	0.02%	160
2020 Q1	$35K	Buy	641 +300	+88%	+$16.4K	0.03%	154
2019 Q4	$21K	Hold	341	–	–	0.01%	213
2019 Q3	$21K	Hold	341	–	–	0.01%	208
2019 Q2	$20K	Hold	341	–	–	0.01%	213
2019 Q1	$19K	Buy	341 +41	+14%	+$2.28K	0.01%	214
2018 Q4	$15K	Hold	300	–	–	0.01%	207
2018 Q3	$16K	Hold	300	–	–	0.01%	258
2018 Q2	$15K	Hold	300	–	–	0.01%	248
2018 Q1	$16K	Hold	300	–	–	0.01%	250
2017 Q4	$17K	Hold	300	–	–	0.01%	247
2017 Q3	$16K	Hold	300	–	–	0.01%	255
2017 Q2	$16K	Sell	300 -1	-0.3%	-$53	0.01%	244
2017 Q1	$16K	Buy	301 +1	+0.3%	+$53	0.01%	250
2016 Q4	$16K	Hold	300	–	–	0.01%	240
2016 Q3	$16K	Hold	300	–	–	0.01%	237
2016 Q2	$17K	Hold	300	–	–	0.01%	220
2016 Q1	$16K	Hold	300	–	–	0.01%	225
2015 Q4	$15K	Buy	+300	New	+$15K	0.01%	244