Icon Wealth Advisors’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 | $192K | Hold |
2,366
| – | – | 0.01% | 377 |
|
|
2025
Q1 | $193K | Sell |
2,366
-33
| -1% | -$2.7K | 0.02% | 359 |
|
|
2024
Q4 | $189K | Sell |
2,399
-81
| -3% | -$6.37K | 0.02% | 380 |
|
|
2024
Q3 | $206K | Buy |
2,480
+201
| +9% | +$16.7K | 0.02% | 352 |
|
|
2024
Q2 | $177K | Sell |
2,279
-309
| -12% | -$24.1K | 0.02% | 350 |
|
|
2024
Q1 | $198K | Sell |
2,588
-891
| -26% | -$68K | 0.02% | 338 |
|
|
2023
Q4 | $251K | Buy |
+3,479
| New | +$251K | 0.03% | 291 |
|
|
2022
Q4 | $216K | Buy |
2,893
+263
| +10% | +$19.6K | 0.02% | 299 |
|
|
2022
Q3 | $176K | Buy |
+2,630
| New | +$176K | 0.02% | 313 |
|