Fingerlakes Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
2,754
-75
-3% -$6.07K 0.17% 81
2025
Q1
$231K Buy
+2,829
New +$231K 0.2% 80
2022
Q2
Sell
-2,712
Closed -$206K 98
2022
Q1
$206K Buy
2,712
+15
+0.6% +$1.14K 0.24% 94
2021
Q4
$210K Buy
+2,697
New +$210K 0.24% 89