LWM
Lodestone 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 | $322K | Buy |
3,977
+325
| +9% | +$26.3K | 0.16% | 127 |
|
|
2025
Q1 | $298K | Buy |
3,652
+40
| +1% | +$3.27K | 0.16% | 123 |
|
|
2024
Q4 | $284K | Buy |
3,612
+32
| +0.9% | +$2.52K | 0.14% | 121 |
|
|
2024
Q3 | $297K | Sell |
3,580
-2,734
| -43% | -$227K | 0.15% | 114 |
|
|
2024
Q2 | $483K | Sell |
6,314
-7
| -0.1% | -$536 | 0.25% | 95 |
|
|
2024
Q1 | $483K | Buy |
6,321
+79
| +1% | +$6.03K | 0.25% | 97 |
|
|
2023
Q4 | $450K | Buy |
6,242
+395
| +7% | +$28.5K | 0.26% | 91 |
|
|
2023
Q3 | $402K | Buy |
5,847
+121
| +2% | +$8.33K | 0.28% | 83 |
|
|
2023
Q2 | $425K | Sell |
5,726
-172
| -3% | -$12.8K | 0.29% | 82 |
|
|
2023
Q1 | $441K | Buy |
5,898
+9
| +0.2% | +$672 | 0.34% | 75 |
|
|
2022
Q4 | $439K | Buy |
+5,889
| New | +$439K | 0.35% | 71 |
|