EPG Wealth Management’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
Q2 | $140K | Sell |
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2025
Q1 | $523K | Sell |
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2024
Q4 | $802K | Sell |
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2024
Q3 | $972K | Buy |
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2024
Q2 | – | Sell |
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2024
Q1 | $1.01M | Buy |
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2023
Q4 | $914K | Sell |
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2023
Q3 | $954K | Sell |
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2023
Q2 | $1.08M | Buy |
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2023
Q1 | $1.07M | Buy |
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2022
Q4 | $1.06M | Sell |
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2022
Q3 | $965K | Sell |
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2022
Q2 | $1.08M | Buy |
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2022
Q1 | $759K | Buy |
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2021
Q4 | $730K | Buy |
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2021
Q3 | $461K | Buy |
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2021
Q2 | $433K | Buy |
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2021
Q1 | $388K | Sell |
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2020
Q4 | $465K | Buy |
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2020
Q3 | $426K | Sell |
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2020
Q2 | $549K | Buy |
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2020
Q1 | $504K | Sell |
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2019
Q4 | $1.46M | Buy |
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