Confluence Wealth Services’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Confluence Wealth Services’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy
2025 Q1	$314K	Buy
2022 Q1	–	Sell
2021 Q4	$45K	Buy