Peterson 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
Q1 | $2.9M | Buy |
35,545
+510
| +1% | +$41.7K | 1.95% | 20 |
|
|
2024
Q4 | $2.75M | Buy |
35,035
+1,961
| +6% | +$154K | 1.64% | 21 |
|
|
2024
Q3 | $2.75M | Buy |
33,074
+1,048
| +3% | +$87K | 1.75% | 22 |
|
|
2024
Q2 | $2.45M | Buy |
32,026
+772
| +2% | +$59.1K | 1.51% | 25 |
|
|
2024
Q1 | $2.39M | Buy |
31,254
+2,016
| +7% | +$154K | 1.72% | 20 |
|
|
2023
Q4 | $2.11M | Buy |
29,238
+1,450
| +5% | +$104K | 1.9% | 18 |
|
|
2023
Q3 | $1.91M | Buy |
27,788
+1,506
| +6% | +$104K | 1.57% | 17 |
|
|
2023
Q2 | $1.95M | Buy |
26,282
+3,084
| +13% | +$229K | 1.54% | 15 |
|
|
2023
Q1 | $1.73M | Sell |
23,198
-510
| -2% | -$38.1K | 1.66% | 18 |
|
|
2022
Q4 | $1.77M | Sell |
23,708
-2,872
| -11% | -$214K | 1.8% | 16 |
|
|
2022
Q3 | $1.77M | Buy |
26,580
+5,354
| +25% | +$357K | 1.65% | 16 |
|
|
2022
Q2 | $1.53M | Sell |
21,226
-16,953
| -44% | -$1.22M | 1.98% | 18 |
|
|
2022
Q1 | $2.9M | Sell |
38,179
-1,834
| -5% | -$139K | 1.94% | 14 |
|
|
2021
Q4 | $3.09M | Buy |
40,013
+2,018
| +5% | +$156K | 2.06% | 16 |
|
|
2021
Q3 | $2.62M | Buy |
37,995
+521
| +1% | +$35.9K | 2.03% | 15 |
|
|
2021
Q2 | $2.62M | Buy |
37,474
+18,628
| +99% | +$1.3M | 2.05% | 15 |
|
|
2021
Q1 | $1.29M | Sell |
18,846
-13,207
| -41% | -$902K | 1.09% | 26 |
|
|
2020
Q4 | $2.16M | Buy |
32,053
+810
| +3% | +$54.6K | 1.76% | 20 |
|
|
2020
Q3 | $2M | Sell |
31,243
-6,225
| -17% | -$399K | 1.77% | 19 |
|
|
2020
Q2 | $2.2M | Buy |
37,468
+6,524
| +21% | +$383K | 2.18% | 18 |
|
|
2020
Q1 | $1.69M | Buy |
30,944
+9,076
| +42% | +$495K | 2.05% | 20 |
|
|
2019
Q4 | $1.38M | Buy |
+21,868
| New | +$1.38M | 1.25% | 24 |
|