Dumont & Blake Investment 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
2023
Q4
Sell
2023
Q3
$328K Sell
2023
Q2
$452K Sell
2023
Q1
$509K Sell
2022
Q4
$530K Buy
2022
Q3
$466K Buy
2022
Q2
$503K Buy
2020
Q1
Sell
2019
Q4
$723K Sell
2019
Q3
$705K Buy
2019
Q2
$635K Sell
2019
Q1
$615K Sell
2018
Q4
$559K Buy
2015
Q1
Sell
2014
Q4
$981K Buy
2014
Q3
$905K Buy
2014
Q2
$843K Buy