Kingswood 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
$242K Sell
2,992
-319
-10% -$25.8K 0.02% 638
2025
Q1
$270K Sell
3,311
-640
-16% -$52.3K 0.02% 583
2024
Q4
$311K Buy
3,951
+114
+3% +$8.96K 0.02% 595
2024
Q3
$318K Buy
+3,837
New +$318K 0.02% 562