FGA
Fortis Group Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Sell |
47,275
-49,499
| -51% | -$3.95M | 0.69% | 39 |
|
|
2025
Q1 | $7.9M | Buy |
96,774
+67,660
| +232% | +$5.53M | 1.53% | 11 |
|
|
2024
Q4 | $2.29M | Sell |
29,114
-61,855
| -68% | -$4.86M | 0.43% | 61 |
|
|
2024
Q3 | $7.55M | Buy |
90,969
+88,231
| +3,222% | +$7.32M | 1.4% | 24 |
|
|
2024
Q2 | $210K | Sell |
2,738
-50,709
| -95% | -$3.88M | 0.04% | 176 |
|
|
2024
Q1 | $4.08M | Buy |
53,447
+33,516
| +168% | +$2.56M | 0.75% | 41 |
|
|
2023
Q4 | $1.49M | Buy |
19,931
+30
| +0.2% | +$2.24K | 0.37% | 38 |
|
|
2023
Q3 | $1.49M | Sell |
19,901
-9,601
| -33% | -$717K | 0.46% | 32 |
|
|
2023
Q2 | $2.19M | Buy |
29,502
+3,594
| +14% | +$267K | 0.58% | 37 |
|
|
2023
Q1 | $2.01M | Buy |
+25,908
| New | +$2.01M | 0.61% | 32 |
|
|
2020
Q3 | $1.89M | Buy |
+29,442
| New | +$1.89M | 0.37% | 36 |
|