LGWM
Litman Gregory Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
3,166
| – | – | 0.02% | 123 |
|
|
2025
Q1 | $259K | Hold |
3,166
| – | – | 0.02% | 123 |
|
|
2024
Q4 | $249K | Sell |
3,166
-49
| -2% | -$3.85K | 0.02% | 119 |
|
|
2024
Q3 | $267K | Hold |
3,215
| – | – | 0.02% | 120 |
|
|
2024
Q2 | $246K | Hold |
3,215
| – | – | 0.02% | 120 |
|
|
2024
Q1 | $245K | Buy |
+3,215
| New | +$245K | 0.02% | 117 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | -$1K | – | 241 |
|
|
2019
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 239 |
|
|
2018
Q4 | – | Sell |
-93
| Closed | -$5K | – | 158 |
|
|
2018
Q3 | $5K | Hold |
93
| – | – | ﹤0.01% | 102 |
|
|
2018
Q2 | $5K | Hold |
93
| – | – | ﹤0.01% | 87 |
|
|
2018
Q1 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 153 |
|