IWA
IBEX Wealth 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 | $682K | Buy |
+8,425
| New | +$682K | 0.07% | 135 |
|
|
2023
Q1 | – | Sell |
-3,938
| Closed | -$294K | – | 186 |
|
|
2022
Q4 | $294K | Buy |
3,938
+15
| +0.4% | +$1.12K | 0.07% | 151 |
|
|
2022
Q3 | $262K | Buy |
3,923
+33
| +0.8% | +$2.2K | 0.07% | 128 |
|
|
2022
Q2 | $281K | Buy |
+3,890
| New | +$281K | 0.06% | 130 |
|