Icon Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Icon Wealth Advisors’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$185K	Hold
2025 Q2	$192K	Hold
2025 Q1	$193K	Sell
2024 Q4	$189K	Sell
2024 Q3	$206K	Buy
2024 Q2	$177K	Sell
2024 Q1	$198K	Sell
2023 Q4	$251K	Buy
2022 Q4	$216K	Buy
2022 Q3	$176K	Buy