Golden State Wealth 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
Q3 | $914K | Sell |
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|
2025
Q2 | $950K | Sell |
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|
2025
Q1 | $969K | Buy |
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|
2024
Q4 | $929K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $877K | Sell |
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|
2021
Q2 | $968K | Sell |
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|
2021
Q1 | $972K | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $982K | Hold |
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|
2020
Q2 | $898K | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.96M | Hold |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.88M | Buy |
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