Golden State Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Sell |
11,735
-130
| -1% | -$10.5K | 0.12% | 149 |
|
|
2025
Q1 | $969K | Buy |
11,865
+47
| +0.4% | +$3.84K | 0.14% | 129 |
|
|
2024
Q4 | $929K | Buy |
+11,818
| New | +$929K | 0.14% | 123 |
|
|
2022
Q1 | $1.07M | Buy |
14,158
+574
| +4% | +$43.5K | 0.21% | 95 |
|
|
2021
Q4 | $1.05M | Buy |
13,584
+850
| +7% | +$65.5K | 0.18% | 119 |
|
|
2021
Q3 | $877K | Sell |
12,734
-1,100
| -8% | -$75.8K | 0.19% | 104 |
|
|
2021
Q2 | $968K | Sell |
13,834
-400
| -3% | -$28K | 0.21% | 99 |
|
|
2021
Q1 | $972K | Sell |
14,234
-744
| -5% | -$50.8K | 0.32% | 56 |
|
|
2020
Q4 | $1.01M | Sell |
14,978
-338
| -2% | -$22.8K | 0.29% | 66 |
|
|
2020
Q3 | $982K | Hold |
15,316
| – | – | 0.33% | 50 |
|
|
2020
Q2 | $898K | Sell |
15,316
-3,331
| -18% | -$195K | 0.29% | 57 |
|
|
2020
Q1 | $1.02M | Buy |
+18,647
| New | +$1.02M | 0.45% | 38 |
|
|
2019
Q4 | – | Sell |
-31,891
| Closed | -$1.96M | – | 972 |
|
|
2019
Q3 | $1.96M | Hold |
31,891
| – | – | 0.65% | 31 |
|
|
2019
Q2 | $1.85M | Sell |
31,891
-1,550
| -5% | -$90K | 0.59% | 31 |
|
|
2019
Q1 | $1.88M | Buy |
+33,441
| New | +$1.88M | 0.63% | 31 |
|