MSH Capital Advisors’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 | $436K | Sell |
5,384
-142
| -3% | -$11.5K | 0.13% | 174 |
|
2025
Q1 | $451K | Hold |
5,526
| – | – | 0.14% | 156 |
|
2024
Q4 | $434K | Sell |
5,526
-250
| -4% | -$19.7K | 0.14% | 162 |
|
2024
Q3 | $479K | Hold |
5,776
| – | – | 0.15% | 152 |
|
2024
Q2 | $442K | Sell |
5,776
-25
| -0.4% | -$1.91K | 0.15% | 146 |
|
2024
Q1 | $443K | Hold |
5,801
| – | – | 0.16% | 139 |
|
2023
Q4 | $418K | Buy |
5,801
+79
| +1% | +$5.69K | 0.16% | 134 |
|
2023
Q3 | $394K | Buy |
5,722
+11
| +0.2% | +$757 | 0.15% | 145 |
|
2023
Q2 | $424K | Buy |
5,711
+1,079
| +23% | +$80K | 0.16% | 141 |
|
2023
Q1 | $346K | Hold |
4,632
| – | – | 0.15% | 147 |
|
2022
Q4 | $345K | Sell |
4,632
-53
| -1% | -$3.95K | 0.16% | 134 |
|
2022
Q3 | $313K | Sell |
4,685
-261
| -5% | -$17.4K | 0.15% | 131 |
|
2022
Q2 | $357K | Buy |
4,946
+131
| +3% | +$9.46K | 0.17% | 130 |
|
2022
Q1 | $365K | Sell |
4,815
-123
| -2% | -$9.33K | 0.15% | 138 |
|
2021
Q4 | $381K | Buy |
+4,938
| New | +$381K | 0.17% | 123 |
|