LRWA
Long Run Wealth Advisors’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 | $5.1M | Buy |
62,950
+3,452
| +6% | +$280K | 1.07% | 25 |
|
|
2025
Q1 | $4.86M | Buy |
59,498
+1,561
| +3% | +$127K | 1.1% | 25 |
|
|
2024
Q4 | $4.55M | Buy |
57,937
+1,131
| +2% | +$88.9K | 1.09% | 25 |
|
|
2024
Q3 | $4.71M | Sell |
56,806
-1,227
| -2% | -$102K | 1.11% | 24 |
|
|
2024
Q2 | $4.44M | Buy |
58,033
+42,525
| +274% | +$3.26M | 1.13% | 24 |
|
|
2024
Q1 | $1.18M | Buy |
15,508
+908
| +6% | +$69.3K | 0.31% | 56 |
|
|
2023
Q4 | $1.05M | Buy |
14,600
+1,279
| +10% | +$92.1K | 0.3% | 57 |
|
|
2023
Q3 | $917K | Buy |
13,321
+563
| +4% | +$38.7K | 0.3% | 59 |
|
|
2023
Q2 | $946K | Buy |
12,758
+423
| +3% | +$31.4K | 0.3% | 62 |
|
|
2023
Q1 | $922K | Sell |
12,335
-235
| -2% | -$17.6K | 0.31% | 62 |
|
|
2022
Q4 | $937K | Buy |
12,570
+529
| +4% | +$39.4K | 0.34% | 64 |
|
|
2022
Q3 | $803K | Buy |
12,041
+2,573
| +27% | +$172K | 0.32% | 65 |
|
|
2022
Q2 | $683K | Buy |
9,468
+204
| +2% | +$14.7K | 0.26% | 67 |
|
|
2022
Q1 | $659K | Sell |
9,264
-671
| -7% | -$47.7K | 0.23% | 71 |
|
|
2021
Q4 | $710K | Buy |
+9,935
| New | +$710K | 0.25% | 72 |
|