CWS

Confluence Wealth Services’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	$315K	Buy	3,890 +54	+1%	+$4.37K	0.02%	301
2025 Q1	$314K	Buy	+3,836	New	+$314K	0.02%	284
2022 Q1	–	Sell	-586	Closed	-$45K	–	1198
2021 Q4	$45K	Buy	+586	New	+$45K	0.01%	496