Liberty Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,147	Closed	-$303K	–	239
2023 Q1	$303K	Buy	+4,147	New	+$303K	0.06%	172
2021 Q4	–	Sell	-315	Closed	-$22K	–	1123
2021 Q3	$22K	Buy	315 +1	+0.3%	+$71	0.01%	623
2021 Q2	$25K	Buy	314 +3	+1%	+$210	0.01%	466
2021 Q1	$19K	Hold	311	–	–	0.01%	474
2020 Q4	$19K	Buy	311 +1	+0.3%	+$66	0.01%	471
2020 Q3	$20K	Buy	310 +2	+0.6%	+$126	0.01%	404
2020 Q2	$18K	Buy	308 +1	+0.3%	+$58	0.01%	399
2020 Q1	$17K	Buy	307 +1	+0.3%	+$61	0.01%	385
2019 Q4	$19K	Buy	306 +202	+194%	+$12.4K	0.02%	424
2019 Q3	$6K	Hold	104	–	–	0.01%	616
2019 Q2	$6K	Hold	104	–	–	0.01%	641
2019 Q1	$5K	Hold	104	–	–	﹤0.01%	551
2018 Q4	$5K	Buy	+104	New	+$5.64K	﹤0.01%	561