IAG Wealth Partners’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 | $120K | Buy |
1,480
+3
| +0.2% | +$243 | 0.02% | 134 |
|
|
2025
Q1 | $121K | Sell |
1,477
-119
| -7% | -$9.72K | 0.02% | 129 |
|
|
2024
Q4 | $125K | Buy |
1,596
+245
| +18% | +$19.3K | 0.02% | 118 |
|
|
2024
Q3 | $112K | Buy |
1,351
+402
| +42% | +$33.4K | 0.02% | 122 |
|
|
2024
Q2 | $72.7K | Buy |
949
+519
| +121% | +$39.8K | 0.01% | 150 |
|
|
2024
Q1 | $32.8K | Buy |
430
+3
| +0.7% | +$229 | 0.01% | 195 |
|
|
2023
Q4 | $30.8K | Buy |
+427
| New | +$30.8K | 0.01% | 197 |
|
|
2022
Q2 | – | Sell |
-385
| Closed | -$29K | – | 490 |
|
|
2022
Q1 | $29K | Hold |
385
| – | – | 0.01% | 186 |
|
|
2021
Q4 | $30K | Hold |
385
| – | – | 0.01% | 179 |
|
|
2021
Q3 | $27K | Hold |
385
| – | – | 0.01% | 176 |
|
|
2021
Q2 | $27K | Sell |
385
-140
| -27% | -$9.82K | 0.01% | 170 |
|
|
2021
Q1 | $36K | Hold |
525
| – | – | 0.01% | 138 |
|
|
2020
Q4 | $36K | Hold |
525
| – | – | 0.01% | 127 |
|
|
2020
Q3 | $34K | Hold |
525
| – | – | 0.02% | 125 |
|
|
2020
Q2 | $31K | Buy |
+525
| New | +$31K | 0.02% | 130 |
|