JFS Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $654K | Sell |
|
|||||
|
2025
Q2 | $688K | Sell |
|
|||||
|
2025
Q1 | $699K | Buy |
|
|||||
|
2024
Q4 | $668K | Sell |
|
|||||
|
2024
Q3 | $707K | Sell |
|
|||||
|
2024
Q2 | $668K | Buy |
|
|||||
|
2024
Q1 | $653K | Buy |
|
|||||
|
2023
Q4 | $578K | Buy |
|
|||||
|
2023
Q3 | $435K | Buy |
|
|||||
|
2023
Q2 | $448K | Sell |
|
|||||
|
2023
Q1 | $454K | Sell |
|
|||||
|
2022
Q4 | $474K | Buy |
|
|||||
|
2022
Q3 | $419K | Sell |
|
|||||
|
2022
Q2 | $515K | Buy |
|
|||||
|
2022
Q1 | $518K | Sell |
|
|||||
|
2021
Q4 | $599K | Buy |
|
|||||
|
2021
Q3 | $429K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $14K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $7K | Buy |
|
|||||
|
2017
Q4 | $1K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $6K | Hold |
|
|||||
|
2015
Q4 | $5K | Buy |
|