GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $2.33M | Sell |
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|
2024
Q1 | $3.15M | Sell |
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|
2023
Q4 | $5.08M | Buy |
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|
2023
Q3 | $4.77M | Buy |
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|
2023
Q2 | $5.13M | Buy |
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|
2023
Q1 | $5.08M | Sell |
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|
2022
Q4 | $5.92M | Buy |
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|
2022
Q3 | $4.84M | Buy |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $2.28M | Sell |
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|
2021
Q1 | $2.24M | Sell |
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|
2020
Q4 | $3.67M | Buy |
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|
2020
Q3 | $1.74M | Sell |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $610K | Buy |
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