WealthBridge Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $291K | Buy |
3,594
+142
| +4% | +$11.5K | 0.07% | 173 |
|
2025
Q1 | $282K | Buy |
3,452
+281
| +9% | +$22.9K | 0.08% | 166 |
|
2024
Q4 | $249K | Buy |
3,171
+1
| +0% | +$79 | 0.07% | 176 |
|
2024
Q3 | $263K | Sell |
3,170
-74
| -2% | -$6.14K | 0.08% | 171 |
|
2024
Q2 | $248K | Sell |
3,244
-150
| -4% | -$11.5K | 0.08% | 152 |
|
2024
Q1 | $259K | Sell |
3,394
-249
| -7% | -$19K | 0.09% | 147 |
|
2023
Q4 | $262K | Sell |
3,643
-99
| -3% | -$7.13K | 0.1% | 135 |
|
2023
Q3 | $257K | Sell |
3,742
-99
| -3% | -$6.81K | 0.11% | 138 |
|
2023
Q2 | $285K | Hold |
3,841
| – | – | 0.11% | 136 |
|
2023
Q1 | $287K | Sell |
3,841
-1,020
| -21% | -$76.2K | 0.11% | 148 |
|
2022
Q4 | $362K | Buy |
+4,861
| New | +$362K | 0.15% | 131 |
|
2020
Q4 | – | Sell |
-3,170
| Closed | -$203K | – | 149 |
|
2020
Q3 | $203K | Sell |
3,170
-2,000
| -39% | -$128K | 0.1% | 125 |
|
2020
Q2 | $303K | Buy |
+5,170
| New | +$303K | 0.17% | 92 |
|
2019
Q2 | – | Sell |
-1,805
| Closed | -$102K | – | 894 |
|
2019
Q1 | $102K | Buy |
1,805
+70
| +4% | +$3.96K | 0.06% | 188 |
|
2018
Q4 | $88K | Buy |
+1,735
| New | +$88K | 0.07% | 176 |
|