Evolution Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.8M | Sell |
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2025
Q1 | $10.9M | Sell |
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2024
Q4 | $10.5M | Buy |
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2024
Q3 | $10.8M | Buy |
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2024
Q2 | $9.87M | Buy |
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2024
Q1 | $9.4M | Buy |
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2023
Q4 | $8.86M | Sell |
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2023
Q3 | $8.63M | Sell |
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2023
Q2 | $13.2M | Buy |
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2023
Q1 | $13.3M | Sell |
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2022
Q4 | $13.3M | Sell |
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2022
Q3 | $11.9M | Buy |
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2022
Q2 | $10.4M | Buy |
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2022
Q1 | $10.6M | Buy |
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2021
Q4 | $9.99K | Buy |
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2021
Q3 | $8.77M | Buy |
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2021
Q2 | $8.54M | Buy |
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2021
Q1 | $4.51M | Buy |
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2020
Q4 | $4.29M | Sell |
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2020
Q3 | $5.79M | Sell |
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2020
Q2 | $11.6M | Buy |
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2020
Q1 | $10.5M | Sell |
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2019
Q4 | $12.7M | Buy |
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2019
Q3 | – | Sell |
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2019
Q2 | $10.6M | Buy |
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2019
Q1 | $8.05M | Sell |
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2018
Q4 | $7.32M | Buy |
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