WCM
Whitener Capital Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
5,190
-114
| -2% | -$9.23K | 0.11% | 119 |
|
|
2025
Q1 | $433K | Buy |
5,304
+309
| +6% | +$25.2K | 0.12% | 114 |
|
|
2024
Q4 | $393K | Buy |
4,995
+301
| +6% | +$23.7K | 0.11% | 115 |
|
|
2024
Q3 | $390K | Sell |
4,694
-4
| -0.1% | -$332 | 0.11% | 116 |
|
|
2024
Q2 | $360K | Buy |
4,698
+176
| +4% | +$13.5K | 0.11% | 120 |
|
|
2024
Q1 | $345K | Buy |
4,522
+502
| +12% | +$38.3K | 0.11% | 121 |
|
|
2023
Q4 | $290K | Buy |
4,020
+208
| +5% | +$15K | 0.1% | 121 |
|
|
2023
Q3 | $262K | Buy |
3,812
+138
| +4% | +$9.5K | 0.11% | 119 |
|
|
2023
Q2 | $273K | Buy |
3,674
+76
| +2% | +$5.64K | 0.1% | 118 |
|
|
2023
Q1 | $269K | Buy |
3,598
+258
| +8% | +$19.3K | 0.11% | 119 |
|
|
2022
Q4 | $249K | Buy |
+3,340
| New | +$249K | 0.11% | 115 |
|
|
2019
Q4 | – | Sell |
-1,300
| Closed | -$79K | – | 449 |
|
|
2019
Q3 | $79K | Hold |
1,300
| – | – | 0.04% | 186 |
|
|
2019
Q2 | $75K | Hold |
1,300
| – | – | 0.04% | 190 |
|
|
2019
Q1 | $72K | Hold |
1,300
| – | – | 0.05% | 181 |
|
|
2018
Q4 | $66K | Hold |
1,300
| – | – | 0.05% | 170 |
|
|
2018
Q3 | $70K | Buy |
+1,300
| New | +$70K | 0.05% | 169 |
|
|
2018
Q2 | – | Sell |
-1,146
| Closed | -$60K | – | 421 |
|
|
2018
Q1 | $60K | Buy |
1,146
+46
| +4% | +$2.41K | 0.05% | 177 |
|
|
2017
Q4 | $62K | Buy |
+1,100
| New | +$62K | 0.05% | 172 |
|