PCS
Personal CFO Solutions’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Sell |
11,939
-2,373
| -17% | -$192K | 0.18% | 111 |
|
|
2025
Q1 | $1.17M | Sell |
14,312
-218
| -2% | -$17.8K | 0.24% | 83 |
|
|
2024
Q4 | $1.14M | Buy |
14,530
+3,425
| +31% | +$269K | 0.22% | 90 |
|
|
2024
Q3 | $922K | Buy |
11,105
+313
| +3% | +$26K | 0.13% | 157 |
|
|
2024
Q2 | $826K | Sell |
10,792
-243
| -2% | -$18.6K | 0.13% | 155 |
|
|
2024
Q1 | $843K | Sell |
11,035
-2,066
| -16% | -$158K | 0.13% | 155 |
|
|
2023
Q4 | $944K | Buy |
+13,101
| New | +$944K | 0.16% | 127 |
|
|
2023
Q1 | – | Sell |
-21,937
| Closed | -$1.64M | – | 511 |
|
|
2022
Q4 | $1.64M | Buy |
+21,937
| New | +$1.64M | 0.35% | 58 |
|
|
2022
Q2 | – | Sell |
-18,477
| Closed | -$1.4M | – | 500 |
|
|
2022
Q1 | $1.4M | Buy |
18,477
+761
| +4% | +$57.7K | 0.28% | 66 |
|
|
2021
Q4 | $1.37M | Sell |
17,716
-1,058
| -6% | -$81.6K | 0.26% | 72 |
|
|
2021
Q3 | $1.29M | Buy |
18,774
+3,969
| +27% | +$273K | 0.26% | 77 |
|
|
2021
Q2 | $1.04M | Sell |
14,805
-1,781
| -11% | -$125K | 0.21% | 92 |
|
|
2021
Q1 | $1.13M | Sell |
16,586
-1,224
| -7% | -$83.6K | 0.24% | 77 |
|
|
2020
Q4 | $1.2M | Buy |
17,810
+230
| +1% | +$15.5K | 0.3% | 73 |
|
|
2020
Q3 | $1K | Buy |
+17,580
| New | +$1K | 0.33% | 130 |
|
|
2020
Q1 | – | Sell |
-20,614
| Closed | -$1.3M | – | 382 |
|
|
2019
Q4 | $1.3M | Sell |
20,614
-1,044
| -5% | -$65.7K | 0.37% | 56 |
|
|
2019
Q3 | $1.33M | Buy |
+21,658
| New | +$1.33M | 0.53% | 37 |
|