McKinley Carter 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 | $1.52M | Sell |
18,714
-348
| -2% | -$28.2K | 0.08% | 134 |
|
|
2025
Q1 | $1.56M | Sell |
19,062
-3,515
| -16% | -$287K | 0.1% | 129 |
|
|
2024
Q4 | $1.77M | Sell |
22,577
-3,256
| -13% | -$256K | 0.11% | 118 |
|
|
2024
Q3 | $2.14M | Sell |
25,833
-53,229
| -67% | -$4.42M | 0.13% | 112 |
|
|
2024
Q2 | $6.05M | Buy |
79,062
+8,039
| +11% | +$616K | 0.39% | 60 |
|
|
2024
Q1 | $5.42M | Buy |
71,023
+20,861
| +42% | +$1.59M | 0.36% | 64 |
|
|
2023
Q4 | $3.61M | Buy |
+50,162
| New | +$3.61M | 0.26% | 74 |
|
|
2022
Q3 | – | Sell |
-3,612
| Closed | -$261K | – | 295 |
|
|
2022
Q2 | $261K | Buy |
+3,612
| New | +$261K | 0.02% | 256 |
|
|
2018
Q2 | – | Sell |
-346
| Closed | -$18K | – | 401 |
|
|
2018
Q1 | $18K | Buy |
+346
| New | +$18K | 0.01% | 338 |
|