GIA
GHP Investment 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 | – | Sell |
-500
| Closed | -$40.8K | – | 1010 |
|
2025
Q1 | $40.8K | Buy |
+500
| New | +$40.8K | ﹤0.01% | 519 |
|
2023
Q2 | – | Sell |
-148
| Closed | -$11.1K | – | 969 |
|
2023
Q1 | $11.1K | Hold |
148
| – | – | ﹤0.01% | 668 |
|
2022
Q4 | $11K | Sell |
148
-105
| -42% | -$7.83K | ﹤0.01% | 672 |
|
2022
Q3 | $17K | Buy |
253
+105
| +71% | +$7.06K | ﹤0.01% | 599 |
|
2022
Q2 | $11K | Hold |
148
| – | – | ﹤0.01% | 673 |
|
2022
Q1 | $11K | Buy |
+148
| New | +$11K | ﹤0.01% | 707 |
|