Angeles Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5K | Hold |
500
| – | – | ﹤0.01% | 385 |
|
|
2025
Q1 | $40.8K | Hold |
500
| – | – | ﹤0.01% | 339 |
|
|
2024
Q4 | $39.3K | Sell |
500
-900
| -64% | -$70.7K | ﹤0.01% | 345 |
|
|
2024
Q3 | $116K | Buy |
+1,400
| New | +$116K | 0.01% | 278 |
|
|
2024
Q2 | – | Sell |
-27
| Closed | -$2.06K | – | 323 |
|
|
2024
Q1 | $2.06K | Hold |
27
| – | – | ﹤0.01% | 289 |
|
|
2023
Q4 | $1.95K | Buy |
+27
| New | +$1.95K | ﹤0.01% | 257 |
|