A detailed history of Mission Wealth Management, LP transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Mission Wealth Management, LP holds 8,392 shares of XLP stock, worth $638,127. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,392
Previous 8,631 2.77%
Holding current value
$638,127
Previous $660,000 3.33%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$76.04 - $76.04 $18,173 - $18,173
-239 Reduced 2.77%
8,392 $638,000
Q2 2024

Aug 02, 2024

SELL
$73.08 - $78.4 $248,472 - $266,560
-3,400 Reduced 28.26%
8,631 $660,000
Q1 2024

Apr 30, 2024

BUY
$71.59 - $76.36 $123,206 - $131,415
1,721 Added 16.69%
12,031 $918,000
Q4 2023

Feb 05, 2024

BUY
$66.22 - $72.3 $13,773 - $15,038
208 Added 2.06%
10,310 $742,000
Q3 2023

Oct 23, 2023

SELL
$68.8 - $76.1 $6,467 - $7,153
-94 Reduced 0.92%
10,102 $695,000
Q2 2023

Aug 04, 2023

SELL
$72.59 - $77.5 $114,038 - $121,752
-1,571 Reduced 13.35%
10,196 $756,000
Q1 2023

Apr 07, 2023

BUY
$71.11 - $75.78 $836,751 - $891,703
11,767 New
11,767 $879,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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