EWM
EPG Wealth Management’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 | $140K | Sell |
1,733
-4,665
| -73% | -$378K | 0.04% | 191 |
|
|
2025
Q1 | $523K | Sell |
6,398
-3,799
| -37% | -$310K | 0.15% | 161 |
|
|
2024
Q4 | $802K | Sell |
10,197
-1,515
| -13% | -$119K | 0.21% | 123 |
|
|
2024
Q3 | $972K | Buy |
+11,712
| New | +$972K | 0.25% | 110 |
|
|
2024
Q2 | – | Sell |
-13,286
| Closed | -$1.01M | – | 111 |
|
|
2024
Q1 | $1.01M | Buy |
13,286
+734
| +6% | +$56K | 0.25% | 104 |
|
|
2023
Q4 | $914K | Sell |
12,552
-1,313
| -9% | -$95.6K | 0.24% | 108 |
|
|
2023
Q3 | $954K | Sell |
13,865
-731
| -5% | -$50.3K | 0.29% | 86 |
|
|
2023
Q2 | $1.08M | Buy |
14,596
+215
| +1% | +$15.9K | 0.32% | 79 |
|
|
2023
Q1 | $1.07M | Buy |
14,381
+131
| +0.9% | +$9.79K | 0.34% | 76 |
|
|
2022
Q4 | $1.06M | Sell |
14,250
-214
| -1% | -$16K | 0.4% | 60 |
|
|
2022
Q3 | $965K | Sell |
14,464
-482
| -3% | -$32.2K | 0.4% | 58 |
|
|
2022
Q2 | $1.08M | Buy |
14,946
+4,943
| +49% | +$357K | 0.46% | 53 |
|
|
2022
Q1 | $759K | Buy |
10,003
+540
| +6% | +$41K | 0.26% | 78 |
|
|
2021
Q4 | $730K | Buy |
9,463
+2,773
| +41% | +$214K | 0.26% | 78 |
|
|
2021
Q3 | $461K | Buy |
6,690
+503
| +8% | +$34.7K | 0.18% | 114 |
|
|
2021
Q2 | $433K | Buy |
6,187
+509
| +9% | +$35.6K | 0.18% | 119 |
|
|
2021
Q1 | $388K | Sell |
5,678
-1,211
| -18% | -$82.8K | 0.19% | 116 |
|
|
2020
Q4 | $465K | Buy |
6,889
+241
| +4% | +$16.3K | 0.28% | 84 |
|
|
2020
Q3 | $426K | Sell |
6,648
-2,706
| -29% | -$173K | 0.31% | 73 |
|
|
2020
Q2 | $549K | Buy |
9,354
+91
| +1% | +$5.34K | 0.39% | 63 |
|
|
2020
Q1 | $504K | Sell |
9,263
-13,954
| -60% | -$759K | 0.37% | 60 |
|
|
2019
Q4 | $1.46M | Buy |
+23,217
| New | +$1.46M | 1.07% | 23 |
|