Baldwin Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-283	Closed	-$21.1K	–	802
2023 Q1	$21.1K	Hold	283	–	–	﹤0.01%	537
2022 Q4	$21.1K	Hold	283	–	–	﹤0.01%	530
2022 Q3	$19K	Hold	283	–	–	﹤0.01%	453
2022 Q2	$20K	Hold	283	–	–	﹤0.01%	476
2022 Q1	$21K	Buy	+283	New	+$21.3K	﹤0.01%	475
2020 Q1	–	Sell	-484	Closed	-$30K	–	573
2019 Q4	$30K	Hold	484	–	–	﹤0.01%	373
2019 Q3	$30K	Hold	484	–	–	﹤0.01%	368
2019 Q2	$28K	Hold	484	–	–	﹤0.01%	369
2019 Q1	$27K	Hold	484	–	–	﹤0.01%	371
2018 Q4	$25K	Hold	484	–	–	﹤0.01%	360
2018 Q3	$26K	Hold	484	–	–	﹤0.01%	381
2018 Q2	$25K	Buy	+484	New	+$24.6K	﹤0.01%	382