Dougherty Wealth Advisers’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 | $461K | Hold |
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|
2025
Q2 | $476K | Hold |
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|
2025
Q1 | $480K | Hold |
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|
2024
Q4 | $462K | Hold |
|
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $450K | Hold |
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|
2024
Q1 | $449K | Hold |
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|
2023
Q4 | $424K | Hold |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $436K | Hold |
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|
2023
Q1 | $439K | Hold |
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|
2022
Q4 | $439K | Hold |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $425K | Hold |
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|
2022
Q1 | $446K | Hold |
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|
2021
Q4 | $454K | Hold |
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|
2021
Q3 | $405K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $402K | Hold |
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|
2020
Q4 | $397K | Hold |
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|
2020
Q3 | $377K | Hold |
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $320K | Hold |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $361K | Hold |
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|
2019
Q2 | $342K | Hold |
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|
2019
Q1 | $330K | Hold |
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|
2018
Q4 | $315K | Buy |
|