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