WealthShield 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 | $25.7K | Hold |
317
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $25.9K | Buy |
+317
| New | +$25.9K | ﹤0.01% | 441 |
|
|
2024
Q1 | – | Sell |
-650
| Closed | -$46.8K | – | 515 |
|
|
2023
Q4 | $46.8K | Sell |
650
-112
| -15% | -$8.07K | 0.01% | 364 |
|
|
2023
Q3 | $52.4K | Buy |
762
+112
| +17% | +$7.71K | 0.01% | 374 |
|
|
2023
Q2 | $48.2K | Hold |
650
| – | – | 0.01% | 385 |
|
|
2023
Q1 | $48.6K | Buy |
+650
| New | +$48.6K | 0.01% | 380 |
|
|
2020
Q4 | – | Sell |
-1,237
| Closed | -$79K | – | 428 |
|
|
2020
Q3 | $79K | Buy |
1,237
+1,000
| +422% | +$63.9K | 0.03% | 282 |
|
|
2020
Q2 | $14K | Buy |
+237
| New | +$14K | 0.01% | 288 |
|
|
2019
Q2 | – | Sell |
-17,994
| Closed | -$1.01M | – | 282 |
|
|
2019
Q1 | $1.01M | Buy |
+17,994
| New | +$1.01M | 0.56% | 38 |
|