Castle Rock Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Castle Rock Wealth Management, LLC

  • $367 Million
  • Q1 2024

A detailed history of Castle Rock Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 2,989 shares of XLP stock, worth $227,283. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,989
Previous 2,851 4.84%
Holding current value
$227,283
Previous $205,000 11.22%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$71.59 - $76.36 $9,879 - $10,537
138 Added 4.84%
2,989 $228,000
Q4 2023

Jan 08, 2024
BUY
$66.22 - $72.3 $188,793 - $206,127
2,851 New
2,851 $205,000
Q2 2023

Jul 10, 2023
BUY
$72.59 - $77.5 $1,306 - $1,395
18 Added 0.64%
2,820 $209,000
Q1 2023

May 11, 2023
SELL
$71.11 - $75.78 $1,635 - $1,742
-23 Reduced 0.81%
2,802 $209,000
Q4 2022

Jan 30, 2023
BUY
$71.53 - $77.19 $202,072 - $218,061
2,825 New
2,825 $210,000

Others Institutions Holding XLP

# of Institutions
1,217
Shares Held
173M
Call Options Held
9.07M
Put Options Held
9.49M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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