Laurel Wealth Advisors (North Carolina)’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 | $26.8M | Buy |
2,170,018
+2,144,203
| +8,306% | +$26.5M | 0.38% | 57 |
|
|
2025
Q1 | $2.11M | Buy |
25,815
+81
| +0.3% | +$6.62K | 0.33% | 74 |
|
|
2024
Q4 | $2.02M | Sell |
25,734
-2,440
| -9% | -$192K | 0.32% | 75 |
|
|
2024
Q3 | $2.34M | Sell |
28,174
-1,564
| -5% | -$130K | 0.37% | 68 |
|
|
2024
Q2 | $2.28M | Sell |
29,738
-1,175
| -4% | -$90K | 0.4% | 67 |
|
|
2024
Q1 | $2.36M | Buy |
30,913
+1,058
| +4% | +$80.8K | 0.4% | 67 |
|
|
2023
Q4 | $2.15M | Buy |
29,855
+440
| +1% | +$31.7K | 0.41% | 67 |
|
|
2023
Q3 | $2.02M | Buy |
29,415
+22
| +0.1% | +$1.51K | 0.43% | 64 |
|
|
2023
Q2 | $2.18M | Sell |
29,393
-2,127
| -7% | -$158K | 0.44% | 64 |
|
|
2023
Q1 | $2.35M | Sell |
31,520
-1,931
| -6% | -$144K | 0.5% | 60 |
|
|
2022
Q4 | $2.49M | Buy |
33,451
+2,157
| +7% | +$161K | 0.56% | 52 |
|
|
2022
Q3 | $2.09M | Buy |
31,294
+875
| +3% | +$58.4K | 0.52% | 60 |
|
|
2022
Q2 | $2.2M | Buy |
30,419
+322
| +1% | +$23.2K | 0.53% | 61 |
|
|
2022
Q1 | $2.28M | Buy |
30,097
+2,595
| +9% | +$197K | 0.48% | 59 |
|
|
2021
Q4 | $2.12M | Buy |
27,502
+465
| +2% | +$35.9K | 0.43% | 64 |
|
|
2021
Q3 | $1.86M | Buy |
27,037
+590
| +2% | +$40.6K | 0.41% | 67 |
|
|
2021
Q2 | $1.85M | Buy |
26,447
+3,085
| +13% | +$216K | 0.4% | 66 |
|
|
2021
Q1 | $1.6M | Buy |
23,362
+320
| +1% | +$21.9K | 0.39% | 67 |
|
|
2020
Q4 | $1.55M | Buy |
23,042
+107
| +0.5% | +$7.22K | 0.4% | 62 |
|
|
2020
Q3 | $1.47M | Buy |
22,935
+136
| +0.6% | +$8.72K | 0.44% | 60 |
|
|
2020
Q2 | $1.34M | Buy |
22,799
+631
| +3% | +$37K | 0.44% | 63 |
|
|
2020
Q1 | $1.21M | Buy |
22,168
+8,983
| +68% | +$489K | 0.45% | 66 |
|
|
2019
Q4 | $830K | Buy |
13,185
+1,733
| +15% | +$109K | 0.26% | 75 |
|
|
2019
Q3 | $703K | Buy |
11,452
+97
| +0.9% | +$5.96K | 0.24% | 84 |
|
|
2019
Q2 | $659K | Buy |
11,355
+132
| +1% | +$7.66K | 0.23% | 90 |
|
|
2019
Q1 | $630K | Sell |
11,223
-3,021
| -21% | -$170K | 0.23% | 90 |
|
|
2018
Q4 | $723K | Buy |
+14,244
| New | +$723K | 0.29% | 75 |
|