First Foundation 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 | $207K | Hold |
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2025
Q1 | $209K | Sell |
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2024
Q4 | $256K | Buy |
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2024
Q3 | $204K | Buy |
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2024
Q2 | – | Sell |
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2024
Q1 | $261K | Buy |
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2023
Q4 | $242K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $200K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $294K | Buy |
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2019
Q3 | $276K | Buy |
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2019
Q2 | $234K | Sell |
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2019
Q1 | $244K | Sell |
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2018
Q4 | $1.05M | Buy |
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2013
Q4 | – | Sell |
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2013
Q3 | $348K | Buy |
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2013
Q2 | $259K | Buy |
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