Mission 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 | $734K | Buy |
9,067
+32
| +0.4% | +$2.59K | 0.02% | 371 |
|
|
2025
Q1 | $738K | Buy |
9,035
+904
| +11% | +$73.8K | 0.02% | 345 |
|
|
2024
Q4 | $639K | Sell |
8,131
-261
| -3% | -$20.5K | 0.01% | 357 |
|
|
2024
Q3 | $697K | Sell |
8,392
-239
| -3% | -$19.8K | 0.02% | 345 |
|
|
2024
Q2 | $661K | Sell |
8,631
-3,400
| -28% | -$260K | 0.02% | 335 |
|
|
2024
Q1 | $919K | Buy |
12,031
+1,721
| +17% | +$131K | 0.02% | 293 |
|
|
2023
Q4 | $743K | Buy |
10,310
+208
| +2% | +$15K | 0.02% | 282 |
|
|
2023
Q3 | $695K | Sell |
10,102
-94
| -0.9% | -$6.47K | 0.03% | 272 |
|
|
2023
Q2 | $756K | Sell |
10,196
-1,571
| -13% | -$117K | 0.03% | 264 |
|
|
2023
Q1 | $879K | Buy |
+11,767
| New | +$879K | 0.04% | 231 |
|