Phillips Wealth Planners’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 | $693K | Buy |
8,516
+279
| +3% | +$22.7K | 0.63% | 49 |
|
|
2025
Q1 | $662K | Sell |
8,237
-427
| -5% | -$34.3K | 0.7% | 45 |
|
|
2024
Q4 | $661K | Buy |
8,664
+1,285
| +17% | +$98.1K | 0.66% | 41 |
|
|
2024
Q3 | $608K | Buy |
7,379
+1,406
| +24% | +$116K | 0.58% | 49 |
|
|
2024
Q2 | $462K | Buy |
5,973
+18
| +0.3% | +$1.39K | 0.49% | 70 |
|
|
2024
Q1 | $435K | Sell |
5,955
-3,661
| -38% | -$268K | 0.5% | 70 |
|
|
2023
Q4 | $695K | Sell |
9,616
-1,925
| -17% | -$139K | 0.84% | 34 |
|
|
2023
Q3 | $779K | Buy |
11,541
+826
| +8% | +$55.8K | 1.06% | 23 |
|
|
2023
Q2 | $795K | Buy |
10,715
+1,210
| +13% | +$89.7K | 1.04% | 23 |
|
|
2023
Q1 | $737K | Buy |
9,505
+46
| +0.5% | +$3.57K | 0.97% | 29 |
|
|
2022
Q4 | $698K | Buy |
+9,459
| New | +$698K | 1.22% | 25 |
|