Litman Gregory Wealth Management’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 | $244K | Sell |
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|
2025
Q2 | $256K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $245K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $5K | Hold |
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|
2018
Q1 | $5K | Buy |
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