Midwest Financial Group’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 | $1.22M | Sell |
15,034
-531
| -3% | -$43K | 0.64% | 43 |
|
|
2025
Q1 | $1.27M | Sell |
15,565
-211
| -1% | -$17.2K | 0.74% | 38 |
|
|
2024
Q4 | $1.24M | Sell |
15,776
-1,010
| -6% | -$79.4K | 0.71% | 38 |
|
|
2024
Q3 | $1.39M | Sell |
16,786
-355
| -2% | -$29.5K | 0.82% | 32 |
|
|
2024
Q2 | $1.31M | Sell |
17,141
-361
| -2% | -$27.7K | 0.84% | 31 |
|
|
2024
Q1 | $1.34M | Sell |
17,502
-702
| -4% | -$53.6K | 0.9% | 30 |
|
|
2023
Q4 | $1.31M | Sell |
18,204
-109
| -0.6% | -$7.85K | 0.98% | 28 |
|
|
2023
Q3 | $1.26M | Buy |
18,313
+767
| +4% | +$52.8K | 1.07% | 23 |
|
|
2023
Q2 | $1.3M | Sell |
17,546
-186
| -1% | -$13.8K | 1.1% | 22 |
|
|
2023
Q1 | $1.33M | Buy |
+17,732
| New | +$1.33M | 1.22% | 21 |
|