WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.09K | Sell |
52
-62
| -54% | -$4.87K | ﹤0.01% | 735 |
|
|
2024
Q3 | $9.46K | Hold |
114
| – | – | ﹤0.01% | 639 |
|
|
2024
Q2 | $8.73K | Hold |
114
| – | – | ﹤0.01% | 617 |
|
|
2024
Q1 | $8.71K | Buy |
+114
| New | +$8.71K | ﹤0.01% | 623 |
|
|
2023
Q4 | – | Sell |
-628
| Closed | -$43.2K | – | 877 |
|
|
2023
Q3 | $43.2K | Hold |
628
| – | – | 0.02% | 336 |
|
|
2023
Q2 | $46.6K | Buy |
628
+531
| +547% | +$39.4K | 0.02% | 327 |
|
|
2023
Q1 | $7.25K | Buy |
+97
| New | +$7.25K | ﹤0.01% | 624 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$1.23K | – | 564 |
|
|
2022
Q2 | $1.23K | Buy |
+17
| New | +$1.23K | ﹤0.01% | 448 |
|