Moulton Wealth Management, Inc Consumer Staples Sector Spdr Transaction History

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 32,855 shares of XLP stock, worth $2.5 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
32,855
Previous 48,219 31.86%
Holding current value
$2.5 Million
Previous $3.67 Million 31.86%
% of portfolio
1.94%
Previous 3.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
N/A
-15,364 Reduced 31.86%
32,855 $2.5 Million
Q3 2024

Oct 17, 2024
BUY
$76.04 - $76.04 $2.65 Million - $2.65 Million
34,812 Added 259.66%
48,219 $3.67 Million
Q2 2024

Jul 16, 2024
BUY
$73.08 - $78.4 $979,783 - $1.05 Million
13,407 New
13,407 $1.03 Million
Q1 2022

Apr 19, 2022
SELL
N/A
-4,653 Closed
0 $0
Q4 2021

Jan 12, 2022
BUY
N/A
4,653 New
4,653 $362,000
Q3 2021

Oct 12, 2021
SELL
N/A
-66,124 Closed
0 $0
Q2 2021

Jul 20, 2021
BUY
N/A
66,124 New
66,124 $4.63 Million
Q1 2021

Apr 08, 2021
SELL
N/A
-76,549 Closed
0 $0
Q4 2020

Jan 12, 2021
BUY
N/A
76,549 New
76,549 $5.08 Million

Others Institutions Holding XLP

# of Institutions
1,358
Shares Held
175M
Call Options Held
8.73M
Put Options Held
15.5M
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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