Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-860
| Closed | -$65.9K | – | 904 |
|
|
2024
Q2 | $65.9K | Hold |
860
| – | – | 0.03% | 332 |
|
|
2024
Q1 | $65.7K | Sell |
860
-287
| -25% | -$21.9K | 0.03% | 330 |
|
|
2023
Q4 | $82.6K | Buy |
1,147
+2
| +0.2% | +$144 | 0.04% | 286 |
|
|
2023
Q3 | $79K | Sell |
1,145
-701
| -38% | -$48.4K | 0.05% | 279 |
|
|
2023
Q2 | $137K | Buy |
+1,846
| New | +$137K | 0.08% | 205 |
|
|
2022
Q4 | $144K | Buy |
1,938
+23
| +1% | +$1.71K | 0.1% | 188 |
|
|
2022
Q3 | $128K | Buy |
1,915
+2
| +0.1% | +$134 | 0.1% | 185 |
|
|
2022
Q2 | $138K | Buy |
1,913
+15
| +0.8% | +$1.08K | 0.09% | 196 |
|
|
2022
Q1 | $144K | Buy |
1,898
+327
| +21% | +$24.8K | 0.08% | 212 |
|
|
2021
Q4 | $121K | Buy |
+1,571
| New | +$121K | 0.06% | 242 |
|