CGN Advisors’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
Q3 | $327K | Sell |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $453K | Sell |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $721K | Buy |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $298K | Buy |
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