A detailed history of Appleton Partners Inc transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 3,266 shares of XLP stock, worth $248,346. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,266
Previous 3,526 7.37%
Holding current value
$248,346
Previous $269,000 7.06%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

SELL
$73.08 - $78.4 $19,000 - $20,384
-260 Reduced 7.37%
3,266 $250,000
Q1 2024

Apr 01, 2024

SELL
$71.59 - $76.36 $93,424 - $99,649
-1,305 Reduced 27.01%
3,526 $269,000
Q4 2023

Jan 02, 2024

SELL
$66.22 - $72.3 $99,462 - $108,594
-1,502 Reduced 23.72%
4,831 $348,000
Q3 2023

Oct 03, 2023

SELL
$68.8 - $76.1 $101,480 - $112,247
-1,475 Reduced 18.89%
6,333 $436,000
Q2 2023

Jul 10, 2023

BUY
$72.59 - $77.5 $50,450 - $53,862
695 Added 9.77%
7,808 $579,000
Q1 2023

Apr 10, 2023

BUY
$71.11 - $75.78 $59,234 - $63,124
833 Added 13.26%
7,113 $531,000
Q4 2022

Jan 19, 2023

BUY
$71.53 - $77.19 $449,208 - $484,753
6,280 New
6,280 $468,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.