AO
Advisor OS’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
5,366
-17,526
| -77% | -$1.42M | 0.04% | 281 |
|
|
2025
Q1 | $1.87M | Buy |
+22,892
| New | +$1.87M | 0.21% | 69 |
|
|
2023
Q1 | – | Sell |
-38,905
| Closed | -$2.9M | – | 250 |
|
|
2022
Q4 | $2.9M | Buy |
38,905
+5,557
| +17% | +$414K | 0.77% | 30 |
|
|
2022
Q3 | $2.23M | Buy |
33,348
+3,193
| +11% | +$213K | 0.67% | 30 |
|
|
2022
Q2 | $2.18M | Buy |
30,155
+10,498
| +53% | +$758K | 0.63% | 36 |
|
|
2022
Q1 | $1.49M | Buy |
+19,657
| New | +$1.49M | 0.43% | 53 |
|
|
2020
Q3 | – | Sell |
-25,419
| Closed | -$1.49M | – | 175 |
|
|
2020
Q2 | $1.49M | Buy |
+25,419
| New | +$1.49M | 0.89% | 27 |
|