WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-45
| Closed | -$3.34K | – | 1195 |
|
|
2023
Q2 | $3.34K | Hold |
45
| – | – | ﹤0.01% | 979 |
|
|
2023
Q1 | $3.36K | Buy |
+45
| New | +$3.36K | ﹤0.01% | 1051 |
|
|
2017
Q2 | – | Sell |
-225
| Closed | -$12.3K | – | 436 |
|
|
2017
Q1 | $12.3K | Buy |
+225
| New | +$12.3K | 0.04% | 239 |
|
|
2016
Q3 | $252K | Buy |
4,808
+835
| +21% | +$43.8K | 0.08% | 131 |
|
|
2016
Q2 | $175K | Buy |
+3,973
| New | +$175K | 0.02% | 419 |
|
|
2015
Q4 | $170K | Buy |
+3,376
| New | +$170K | 0.03% | 302 |
|