A detailed history of Planning Directions Inc transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Planning Directions Inc holds 19,825 shares of XLP stock, worth $1.51 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
19,825
Previous 21,096 6.02%
Holding current value
$1.51 Million
Previous $1.62 Million 6.69%
% of portfolio
0.92%
Previous 1.12%

Shares

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

Nov 07, 2024

SELL
$76.04 - $76.04 $96,646 - $96,646
-1,271 Reduced 6.02%
19,825 $1.51 Million
Q2 2024

Aug 09, 2024

SELL
$73.08 - $78.4 $312,855 - $335,630
-4,281 Reduced 16.87%
21,096 $1.62 Million
Q1 2024

May 08, 2024

SELL
$71.59 - $76.36 $423,955 - $452,203
-5,922 Reduced 18.92%
25,377 $1.94 Million
Q4 2023

Jan 31, 2024

SELL
$66.22 - $72.3 $310,571 - $339,087
-4,690 Reduced 13.03%
31,299 $2.25 Million
Q3 2023

Oct 27, 2023

SELL
$68.8 - $76.1 $45,889 - $50,758
-667 Reduced 1.82%
35,989 $2.48 Million
Q2 2023

Jul 19, 2023

SELL
$72.59 - $77.5 $57,491 - $61,380
-792 Reduced 2.11%
36,656 $2.72 Million
Q1 2023

May 11, 2023

SELL
$71.11 - $75.78 $120,887 - $128,826
-1,700 Reduced 4.34%
37,448 $2.8 Million
Q4 2022

Feb 08, 2023

SELL
$71.53 - $77.19 $21,745 - $23,465
-304 Reduced 0.77%
39,148 $2.92 Million
Q3 2022

Nov 08, 2022

BUY
N/A
2,082 Added 5.57%
39,452 $2.63 Million
Q2 2022

Aug 03, 2022

BUY
N/A
189 Added 0.51%
37,370 $2.7 Million
Q1 2022

May 19, 2022

SELL
N/A
-1,052 Reduced 2.75%
37,181 $2.82 Million
Q4 2021

Jan 27, 2022

BUY
N/A
252 Added 0.66%
38,233 $2.95 Million
Q3 2021

Nov 09, 2021

BUY
N/A
628 Added 1.68%
37,981 $2.62 Million
Q2 2021

Jul 28, 2021

BUY
N/A
1,686 Added 4.73%
37,353 $2.61 Million
Q1 2021

Apr 28, 2021

BUY
N/A
371 Added 1.05%
35,667 $2.44 Million
Q4 2020

Jan 26, 2021

SELL
N/A
-670 Reduced 1.86%
35,296 $2.38 Million
Q3 2020

Nov 02, 2020

SELL
N/A
-2,808 Reduced 7.24%
35,966 $2.31 Million
Q2 2020

Jul 21, 2020

BUY
N/A
38,774 New
38,774 $2.27 Million
Q1 2020

May 05, 2020

SELL
N/A
-38,090 Closed
0 $0
Q4 2019

Jan 14, 2020

BUY
N/A
285 Added 0.75%
38,090 $2.4 Million
Q3 2019

Oct 25, 2019

SELL
N/A
-681 Reduced 1.77%
37,805 $2.32 Million
Q2 2019

Jul 15, 2019

SELL
N/A
-468 Reduced 1.2%
38,486 $2.24 Million
Q1 2019

Apr 03, 2019

BUY
N/A
895 Added 2.35%
38,954 $2.19 Million
Q4 2018

Jan 16, 2019

BUY
N/A
684 Added 1.83%
38,059 $1.93 Million
Q3 2018

Oct 05, 2018

BUY
N/A
250 Added 0.67%
37,375 $2.02 Million
Q2 2018

Sep 05, 2018

SELL
N/A
-543 Reduced 1.44%
37,125 $1.91 Million
Q1 2018

May 10, 2018

BUY
N/A
37,668 New
37,668 $1.98 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


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