Avidian Wealth Enterprises’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Sell |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $744K | Buy |
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|
2024
Q2 | $686K | Sell |
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|
2024
Q1 | $703K | Sell |
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|
2023
Q4 | $671K | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $588K | Sell |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $681K | Sell |
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|
2021
Q2 | $4.45M | Buy |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q4 | $203K | Sell |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $553K | Sell |
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|
2020
Q1 | $544K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $611K | Sell |
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|
2019
Q2 | $1.63M | Buy |
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|
2019
Q1 | $1.48M | Sell |
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|
2018
Q4 | $10.5M | Sell |
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|
2018
Q3 | $12.7M | Buy |
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|
2018
Q2 | $1.63M | Buy |
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|
2018
Q1 | $1.34M | Buy |
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|
2017
Q4 | $969 | Sell |
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|
2017
Q3 | $1.26M | Buy |
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|
2017
Q2 | $596K | Sell |
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|
2017
Q1 | $913K | Buy |
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|
2016
Q4 | $668K | Sell |
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|
2016
Q3 | $725K | Sell |
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|
2016
Q2 | $13K | Sell |
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|
2016
Q1 | $13.6M | Sell |
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|
2015
Q4 | $13.9M | Sell |
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|
2015
Q3 | $13.2M | Sell |
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|
2015
Q2 | $13.6M | Buy |
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|
2015
Q1 | $13.6M | Sell |
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|
2014
Q4 | $13.6M | Buy |
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|
2014
Q3 | $9.07M | Buy |
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|
2014
Q2 | $8.77M | Buy |
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|
2014
Q1 | $6.86M | Buy |
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|
2013
Q4 | $6.69M | Buy |
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