Wealthstar Advisors’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 | $525K | Buy |
6,487
+157
| +2% | +$12.7K | 0.2% | 96 |
|
|
2025
Q1 | $517K | Buy |
6,330
+11
| +0.2% | +$898 | 0.24% | 93 |
|
|
2024
Q4 | $497K | Buy |
+6,319
| New | +$497K | 0.22% | 88 |
|
|
2024
Q2 | – | Sell |
-6,175
| Closed | -$472K | – | 145 |
|
|
2024
Q1 | $472K | Buy |
6,175
+16
| +0.3% | +$1.22K | 0.16% | 83 |
|
|
2023
Q4 | $444K | Sell |
6,159
-236
| -4% | -$17K | 0.07% | 83 |
|
|
2023
Q3 | $440K | Buy |
6,395
+54
| +0.9% | +$3.72K | 0.17% | 63 |
|
|
2023
Q2 | $470K | Buy |
6,341
+454
| +8% | +$33.7K | 0.2% | 49 |
|
|
2023
Q1 | $440K | Buy |
5,887
+3
| +0.1% | +$224 | 0.17% | 54 |
|
|
2022
Q4 | $439K | Buy |
5,884
+54
| +0.9% | +$4.03K | 0.2% | 55 |
|
|
2022
Q3 | $388K | Buy |
5,830
+4
| +0.1% | +$266 | 0.18% | 57 |
|
|
2022
Q2 | $420K | Buy |
5,826
+104
| +2% | +$7.5K | 0.16% | 60 |
|
|
2022
Q1 | $434K | Buy |
5,722
+12
| +0.2% | +$910 | 0.16% | 65 |
|
|
2021
Q4 | $439K | Buy |
5,710
+95
| +2% | +$7.3K | 0.15% | 55 |
|
|
2021
Q3 | $387K | Sell |
5,615
-17
| -0.3% | -$1.17K | 0.12% | 59 |
|
|
2021
Q2 | $390K | Buy |
+5,632
| New | +$390K | 0.12% | 66 |
|
|
2020
Q1 | $214K | Buy |
3,944
+2
| +0.1% | +$109 | 0.15% | 48 |
|
|
2019
Q4 | $247K | Buy |
3,942
+203
| +5% | +$12.7K | 0.15% | 46 |
|
|
2019
Q3 | $228K | Buy |
+3,739
| New | +$228K | 0.13% | 56 |
|