Frisch Financial Group’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
Q3 | $219K | Buy |
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|
2025
Q2 | $218K | Buy |
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|
2025
Q1 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $324K | Sell |
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|
2021
Q2 | $356K | Sell |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $371K | Buy |
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|
2020
Q3 | $351K | Buy |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $337K | Buy |
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|
2019
Q3 | $324K | Buy |
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|
2019
Q2 | $236K | Buy |
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|
2019
Q1 | $227K | Sell |
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|
2018
Q4 | $224K | Buy |
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