Massachusetts Wealth Management’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 | $2.2M | Buy |
27,197
+680
| +3% | +$55.1K | 1.24% | 35 |
|
|
2025
Q1 | $2.17M | Buy |
26,517
+1,125
| +4% | +$91.9K | 1.49% | 26 |
|
|
2024
Q4 | $2M | Buy |
25,392
+1,427
| +6% | +$112K | 1.23% | 35 |
|
|
2024
Q3 | $1.99M | Buy |
23,965
+1,525
| +7% | +$127K | 1.25% | 37 |
|
|
2024
Q2 | $1.72M | Buy |
22,440
+1,400
| +7% | +$107K | 1.15% | 38 |
|
|
2024
Q1 | $1.61M | Buy |
21,040
+1,725
| +9% | +$132K | 1.13% | 37 |
|
|
2023
Q4 | $1.39M | Buy |
19,315
+1,925
| +11% | +$139K | 1.12% | 39 |
|
|
2023
Q3 | $1.2M | Buy |
17,390
+1,150
| +7% | +$79.1K | 1.1% | 39 |
|
|
2023
Q2 | $1.2M | Buy |
16,240
+1,185
| +8% | +$87.9K | 1.15% | 38 |
|
|
2023
Q1 | $1.12M | Sell |
15,055
-1,300
| -8% | -$97.1K | 1.16% | 37 |
|
|
2022
Q4 | $1.21M | Buy |
+16,355
| New | +$1.21M | 1.17% | 37 |
|