CMA
Cedar Mountain Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
38,696
+861
| +2% | +$69.7K | 0.65% | 22 |
|
|
2025
Q1 | $3.09M | Buy |
37,835
+1,858
| +5% | +$152K | 0.69% | 22 |
|
|
2024
Q4 | $2.83M | Sell |
35,977
-6
| -0% | -$472 | 0.62% | 22 |
|
|
2024
Q3 | $2.99M | Buy |
35,983
+2,139
| +6% | +$178K | 0.67% | 20 |
|
|
2024
Q2 | $2.59M | Buy |
33,844
+2,200
| +7% | +$168K | 0.64% | 19 |
|
|
2024
Q1 | $2.42M | Buy |
31,644
+588
| +2% | +$44.9K | 0.61% | 19 |
|
|
2023
Q4 | $2.24M | Buy |
31,056
+604
| +2% | +$43.5K | 0.61% | 19 |
|
|
2023
Q3 | $2.1M | Sell |
30,452
-242
| -0.8% | -$16.7K | 0.62% | 19 |
|
|
2023
Q2 | $2.28M | Sell |
30,694
-48
| -0.2% | -$3.56K | 0.65% | 19 |
|
|
2023
Q1 | $2.3M | Sell |
30,742
-182
| -0.6% | -$13.6K | 0.69% | 19 |
|
|
2022
Q4 | $2.31M | Sell |
30,924
-21
| -0.1% | -$1.57K | 0.72% | 19 |
|
|
2022
Q3 | $2.07M | Buy |
30,945
+1,154
| +4% | +$77K | 0.69% | 18 |
|
|
2022
Q2 | $2.15M | Buy |
29,791
+888
| +3% | +$64.1K | 0.74% | 17 |
|
|
2022
Q1 | $2.19M | Buy |
+28,903
| New | +$2.19M | 0.65% | 17 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 343 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 326 |
|
|
2021
Q2 | – | Sell |
-34
| Closed | -$2K | – | 313 |
|
|
2021
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 251 |
|
|
2020
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 244 |
|
|
2020
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 225 |
|
|
2020
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 223 |
|
|
2020
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 200 |
|
|
2019
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 219 |
|