Phillips Financial 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
Q2 | $26.7K | Hold |
330
| – | – | ﹤0.01% | 241 |
|
|
2025
Q1 | $27K | Hold |
330
| – | – | ﹤0.01% | 228 |
|
|
2024
Q4 | $25.9K | Hold |
330
| – | – | ﹤0.01% | 224 |
|
|
2024
Q3 | $27.4K | Sell |
330
-296
| -47% | -$24.6K | ﹤0.01% | 233 |
|
|
2024
Q2 | $47.9K | Buy |
626
+296
| +90% | +$22.7K | ﹤0.01% | 218 |
|
|
2024
Q1 | $25.2K | Hold |
330
| – | – | ﹤0.01% | 221 |
|
|
2023
Q4 | $23.8K | Hold |
330
| – | – | ﹤0.01% | 210 |
|
|
2023
Q3 | $22.7K | Hold |
330
| – | – | ﹤0.01% | 208 |
|
|
2023
Q2 | $24.5K | Hold |
330
| – | – | ﹤0.01% | 203 |
|
|
2023
Q1 | $24.7K | Hold |
330
| – | – | ﹤0.01% | 207 |
|
|
2022
Q4 | $24.6K | Hold |
330
| – | – | ﹤0.01% | 195 |
|
|
2022
Q3 | $22K | Buy |
+330
| New | +$22K | ﹤0.01% | 187 |
|