Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $772K | Sell |
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|
2023
Q3 | $942K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $382 | Sell |
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|
2022
Q2 | $413K | Sell |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $553K | Sell |
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|
2021
Q2 | $641K | Buy |
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|
2021
Q1 | $603K | Sell |
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|
2020
Q4 | $16M | Sell |
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|
2020
Q3 | $15.4M | Sell |
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|
2020
Q2 | $15.8M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $20K | Hold |
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|
2018
Q4 | $18K | Buy |
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