My Personal CFO LLC’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 | $284K | Buy |
3,506
+18
| +0.5% | +$1.46K | 0.13% | 79 |
|
2025
Q1 | $285K | Buy |
3,488
+13
| +0.4% | +$1.06K | 0.14% | 76 |
|
2024
Q4 | $273K | Buy |
3,475
+18
| +0.5% | +$1.42K | 0.14% | 79 |
|
2024
Q3 | $287K | Buy |
3,457
+14
| +0.4% | +$1.16K | 0.16% | 76 |
|
2024
Q2 | $264K | Buy |
3,443
+18
| +0.5% | +$1.38K | 0.14% | 92 |
|
2024
Q1 | $262K | Buy |
3,425
+18
| +0.5% | +$1.38K | 0.15% | 86 |
|
2023
Q4 | $245K | Sell |
3,407
-39
| -1% | -$2.81K | 0.16% | 84 |
|
2023
Q3 | $237K | Buy |
3,446
+16
| +0.5% | +$1.1K | 0.19% | 75 |
|
2023
Q2 | $254K | Buy |
3,430
+17
| +0.5% | +$1.26K | 0.2% | 73 |
|
2023
Q1 | $255K | Buy |
3,413
+3,410
| +113,667% | +$255K | 0.22% | 63 |
|
2022
Q4 | $249K | Hold |
3
| – | – | 0.23% | 60 |
|
2022
Q3 | $229K | Sell |
3
-3,310
| -100% | -$253M | 0.35% | 53 |
|
2022
Q2 | $239K | Buy |
3,313
+16
| +0.5% | +$1.15K | 0.31% | 52 |
|
2022
Q1 | $250K | Buy |
3,297
+10
| +0.3% | +$758 | 0.26% | 49 |
|
2021
Q4 | $253K | Buy |
+3,287
| New | +$253K | 0.22% | 54 |
|