Premier Path Wealth Partners’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 | $5.34M | Buy |
65,988
+2,163
| +3% | +$175K | 0.74% | 32 |
|
|
2025
Q1 | $5.21M | Sell |
63,825
-1,567
| -2% | -$128K | 0.81% | 31 |
|
|
2024
Q4 | $5.14M | Buy |
65,392
+4,336
| +7% | +$341K | 0.78% | 31 |
|
|
2024
Q3 | $5.07M | Buy |
61,056
+2,935
| +5% | +$244K | 0.8% | 32 |
|
|
2024
Q2 | $4.45M | Sell |
58,121
-1,903
| -3% | -$146K | 0.76% | 32 |
|
|
2024
Q1 | $4.58M | Buy |
60,024
+6,877
| +13% | +$525K | 0.86% | 27 |
|
|
2023
Q4 | $3.88M | Buy |
+53,147
| New | +$3.88M | 0.86% | 26 |
|