Circle 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 | $6.77M | Buy |
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|
2025
Q1 | $6.82M | Sell |
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|
2024
Q4 | $7.04M | Buy |
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|
2024
Q3 | $7.42M | Buy |
|
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|
2024
Q2 | $6.84M | Buy |
|
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|
2024
Q1 | $6.8M | Buy |
|
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|
2023
Q4 | $6.4M | Sell |
|
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|
2023
Q3 | $6.42M | Buy |
|
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|
2023
Q2 | $6.87M | Buy |
|
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|
2023
Q1 | $6.9M | Buy |
|
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|
2022
Q4 | $6.88M | Buy |
|
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|
2022
Q3 | $6.15M | Sell |
|
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|
2022
Q2 | $7M | Buy |
|
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|
2022
Q1 | $7.35M | Sell |
|
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|
2021
Q4 | $7.62M | Buy |
|
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|
2021
Q3 | $6.8M | Buy |
|
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|
2021
Q2 | $6.9M | Buy |
|
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|
2021
Q1 | $6.72M | Buy |
|
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|
2020
Q4 | $6.63M | Sell |
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|
2020
Q3 | $7.24M | Buy |
|
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|
2020
Q2 | $6.61M | Buy |
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|
2020
Q1 | $6.13M | Buy |
|