Briaud Financial Planning’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
2024
Q1
Sell
2023
Q4
$1.16M Sell
2023
Q3
$1.11M Sell
2023
Q2
$1.25M Buy
2023
Q1
$1.23M Sell
2022
Q4
$1.26M Buy
2022
Q3
$273K Hold
2022
Q2
$269K Sell
2022
Q1
$1.04M Buy
2021
Q4
$372K Buy