Winch Advisory Services’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 | $5.91K | Hold |
73
| – | – | ﹤0.01% | 334 |
|
|
2025
Q1 | $5.96K | Hold |
73
| – | – | ﹤0.01% | 328 |
|
|
2024
Q4 | $5.74K | Buy |
+73
| New | +$5.74K | ﹤0.01% | 350 |
|
|
2023
Q1 | – | Sell |
-87
| Closed | -$6K | – | 441 |
|
|
2022
Q4 | $6K | Buy |
87
+40
| +85% | +$2.76K | ﹤0.01% | 277 |
|
|
2022
Q3 | $3K | Sell |
47
-20
| -30% | -$1.28K | ﹤0.01% | 313 |
|
|
2022
Q2 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 289 |
|
|
2016
Q3 | – | Sell |
-340
| Closed | -$19K | – | 299 |
|
|
2016
Q2 | $19K | Buy |
340
+2
| +0.6% | +$112 | 0.02% | 109 |
|
|
2016
Q1 | $18K | Buy |
338
+2
| +0.6% | +$107 | 0.03% | 82 |
|
|
2015
Q4 | $17K | Buy |
+336
| New | +$17K | 0.02% | 95 |
|