Visionary Wealth Advisors’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 | $903K | Buy |
11,155
+5,785
| +108% | +$468K | 0.05% | 283 |
|
|
2025
Q1 | $439K | Sell |
5,370
-408
| -7% | -$33.3K | 0.03% | 368 |
|
|
2024
Q4 | $454K | Sell |
5,778
-144
| -2% | -$11.3K | 0.03% | 366 |
|
|
2024
Q3 | $491K | Sell |
5,922
-357
| -6% | -$29.6K | 0.03% | 347 |
|
|
2024
Q2 | $481K | Sell |
6,279
-300
| -5% | -$23K | 0.03% | 326 |
|
|
2024
Q1 | $502K | Sell |
6,579
-2,134
| -24% | -$163K | 0.03% | 320 |
|
|
2023
Q4 | $628K | Sell |
8,713
-3,914
| -31% | -$282K | 0.05% | 281 |
|
|
2023
Q3 | $869K | Buy |
12,627
+106
| +0.8% | +$7.29K | 0.07% | 227 |
|
|
2023
Q2 | $929K | Sell |
12,521
-11,580
| -48% | -$859K | 0.07% | 216 |
|
|
2023
Q1 | $1.8M | Sell |
24,101
-8,548
| -26% | -$639K | 0.15% | 139 |
|
|
2022
Q4 | $2.43M | Sell |
32,649
-8,395
| -20% | -$626K | 0.22% | 103 |
|
|
2022
Q3 | $2.74M | Buy |
41,044
+32,599
| +386% | +$2.18M | 0.28% | 96 |
|
|
2022
Q2 | $610K | Buy |
8,445
+4,248
| +101% | +$307K | 0.05% | 218 |
|
|
2022
Q1 | $319K | Sell |
4,197
-8,032
| -66% | -$610K | 0.03% | 316 |
|
|
2021
Q4 | $943K | Buy |
+12,229
| New | +$943K | 0.08% | 170 |
|
|
2020
Q1 | – | Sell |
-3,615
| Closed | -$228K | – | 229 |
|
|
2019
Q4 | $228K | Buy |
+3,615
| New | +$228K | 0.04% | 192 |
|