VisionPoint Advisory Group’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 | $819K | Buy |
+10,112
| New | +$819K | 0.18% | 130 |
|
|
2025
Q1 | – | Sell |
-2,832
| Closed | -$222K | – | 320 |
|
|
2024
Q4 | $222K | Buy |
2,832
+974
| +52% | +$76.3K | 0.08% | 171 |
|
|
2024
Q3 | $154K | Buy |
1,858
+1,486
| +399% | +$123K | 0.05% | 198 |
|
|
2024
Q2 | $28.5K | Buy |
372
+308
| +481% | +$23.6K | 0.01% | 347 |
|
|
2024
Q1 | $4.87K | Buy |
+64
| New | +$4.87K | ﹤0.01% | 545 |
|
|
2023
Q4 | – | Sell |
-14,557
| Closed | -$1M | – | 898 |
|
|
2023
Q3 | $1M | Buy |
+14,557
| New | +$1M | 0.43% | 65 |
|