IIA
Integral Investment 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 | $524K | Buy |
6,472
+21
| +0.3% | +$1.7K | 0.15% | 96 |
|
2025
Q1 | $527K | Buy |
6,451
+226
| +4% | +$18.5K | 0.17% | 94 |
|
2024
Q4 | $489K | Sell |
6,225
-195
| -3% | -$15.3K | 0.16% | 97 |
|
2024
Q3 | $533K | Buy |
6,420
+3,140
| +96% | +$261K | 0.18% | 99 |
|
2024
Q2 | $252K | Buy |
3,280
+201
| +7% | +$15.5K | 0.09% | 133 |
|
2024
Q1 | $235K | Buy |
+3,079
| New | +$235K | 0.1% | 136 |
|