Wealthcare Advisory 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 | $4.07M | Buy |
50,257
+12,766
| +34% | +$1.03M | 0.09% | 179 |
|
|
2025
Q1 | $3.06M | Buy |
37,491
+3,940
| +12% | +$322K | 0.08% | 212 |
|
|
2024
Q4 | $2.64M | Buy |
33,551
+1,221
| +4% | +$96K | 0.07% | 220 |
|
|
2024
Q3 | $2.68M | Buy |
32,330
+11,070
| +52% | +$919K | 0.08% | 219 |
|
|
2024
Q2 | $1.63M | Buy |
21,260
+4,936
| +30% | +$378K | 0.05% | 273 |
|
|
2024
Q1 | $1.25M | Buy |
16,324
+6,848
| +72% | +$523K | 0.04% | 321 |
|
|
2023
Q4 | $683K | Sell |
9,476
-4,907
| -34% | -$353K | 0.03% | 415 |
|
|
2023
Q3 | $990K | Buy |
14,383
+1,089
| +8% | +$74.9K | 0.05% | 284 |
|
|
2023
Q2 | $986K | Sell |
13,294
-77
| -0.6% | -$5.71K | 0.04% | 290 |
|
|
2023
Q1 | $999K | Buy |
13,371
+932
| +7% | +$69.6K | 0.04% | 285 |
|
|
2022
Q4 | $927K | Buy |
12,439
+5,512
| +80% | +$411K | 0.04% | 291 |
|
|
2022
Q3 | $462K | Buy |
6,927
+151
| +2% | +$10.1K | 0.03% | 381 |
|
|
2022
Q2 | $489K | Buy |
6,776
+23
| +0.3% | +$1.66K | 0.03% | 328 |
|
|
2022
Q1 | $512K | Buy |
6,753
+2,405
| +55% | +$182K | 0.03% | 308 |
|
|
2021
Q4 | $335K | Sell |
4,348
-5,456
| -56% | -$420K | 0.02% | 417 |
|
|
2021
Q3 | $675K | Sell |
9,804
-101
| -1% | -$6.95K | 0.04% | 259 |
|
|
2021
Q2 | $693K | Sell |
9,905
-2,279
| -19% | -$159K | 0.05% | 250 |
|
|
2021
Q1 | $832K | Buy |
12,184
+249
| +2% | +$17K | 0.06% | 210 |
|
|
2020
Q4 | $805K | Buy |
11,935
+1,317
| +12% | +$88.8K | 0.07% | 172 |
|
|
2020
Q3 | $681K | Buy |
10,618
+2,957
| +39% | +$190K | 0.07% | 163 |
|
|
2020
Q2 | $449K | Buy |
7,661
+6,340
| +480% | +$372K | 0.06% | 188 |
|
|
2020
Q1 | $72K | Sell |
1,321
-3,152
| -70% | -$172K | 0.01% | 438 |
|
|
2019
Q4 | $282K | Buy |
4,473
+3,106
| +227% | +$196K | 0.04% | 247 |
|
|
2019
Q3 | $84K | Sell |
1,367
-185
| -12% | -$11.4K | 0.01% | 434 |
|
|
2019
Q2 | $90K | Buy |
1,552
+657
| +73% | +$38.1K | 0.01% | 401 |
|
|
2019
Q1 | $50K | Buy |
895
+300
| +50% | +$16.8K | 0.01% | 467 |
|
|
2018
Q4 | $30K | Buy |
595
+50
| +9% | +$2.52K | 0.01% | 546 |
|
|
2018
Q3 | $29K | Hold |
545
| – | – | 0.01% | 584 |
|
|
2018
Q2 | $28K | Buy |
+545
| New | +$28K | 0.01% | 591 |
|