Moulton 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 | $1.7M | Buy |
20,650
+168
| +0.8% | +$13.8K | 1.28% | 20 |
|
|
2025
Q1 | $1.67M | Sell |
20,482
-12,373
| -38% | -$1.01M | 1.28% | 20 |
|
|
2024
Q4 | $2.58M | Sell |
32,855
-15,364
| -32% | -$1.21M | 1.98% | 12 |
|
|
2024
Q3 | $3.93M | Buy |
48,219
+34,812
| +260% | +$2.84M | 3.28% | 7 |
|
|
2024
Q2 | $1.04M | Buy |
+13,407
| New | +$1.04M | 0.94% | 21 |
|
|
2022
Q1 | – | Sell |
-4,653
| Closed | -$362K | – | 27 |
|
|
2021
Q4 | $362K | Buy |
+4,653
| New | +$362K | 0.26% | 27 |
|
|
2021
Q3 | – | Sell |
-66,124
| Closed | -$4.63M | – | 43 |
|
|
2021
Q2 | $4.63M | Buy |
+66,124
| New | +$4.63M | 3.38% | 15 |
|
|
2021
Q1 | – | Sell |
-76,549
| Closed | -$5.08M | – | 41 |
|
|
2020
Q4 | $5.08M | Buy |
+76,549
| New | +$5.08M | 4.09% | 9 |
|