BCS Wealth Management’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 | $291K | Sell |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $496K | Sell |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $518K | Buy |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $379K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $936K | Buy |
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|
2022
Q2 | $891K | Buy |
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|
2022
Q1 | $898K | Hold |
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|
2021
Q4 | $912K | Hold |
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|
2021
Q3 | $814K | Buy |
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|
2021
Q2 | $823K | Hold |
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|
2021
Q1 | $804K | Hold |
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|
2020
Q4 | $794K | Hold |
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|
2020
Q3 | $754K | Hold |
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|
2020
Q2 | $690K | Hold |
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|
2020
Q1 | $641K | Hold |
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|
2019
Q4 | $741K | Buy |
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