Lyell 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 | $273K | Sell |
|
|||||
|
2025
Q2 | $311K | Buy |
|
|||||
|
2025
Q1 | $302K | Sell |
|
|||||
|
2024
Q4 | $298K | Sell |
|
|||||
|
2024
Q3 | $411K | Buy |
|
|||||
|
2024
Q2 | $370K | Sell |
|
|||||
|
2024
Q1 | $380K | Sell |
|
|||||
|
2023
Q4 | $366K | Sell |
|
|||||
|
2023
Q3 | $413K | Sell |
|
|||||
|
2023
Q2 | $517K | Sell |
|
|||||
|
2023
Q1 | $538K | Sell |
|
|||||
|
2022
Q4 | $795K | Sell |
|
|||||
|
2022
Q3 | $730K | Buy |
|
|||||
|
2022
Q2 | $753K | Sell |
|
|||||
|
2022
Q1 | $808K | Sell |
|
|||||
|
2021
Q4 | $1.04M | Sell |
|
|||||
|
2021
Q3 | $980K | Buy |
|
|||||
|
2021
Q2 | $936K | Buy |
|
|||||
|
2021
Q1 | $830K | Buy |
|
|||||
|
2020
Q4 | $801K | Buy |
|
|||||
|
2020
Q3 | $755K | Buy |
|
|||||
|
2020
Q2 | $585K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $216K | Sell |
|
|||||
|
2018
Q1 | $270K | Sell |
|
|||||
|
2017
Q4 | $651K | Sell |
|
|||||
|
2017
Q3 | $1.49M | Sell |
|
|||||
|
2017
Q2 | $1.53M | Buy |
|
|||||
|
2017
Q1 | $1.4M | Sell |
|
|||||
|
2016
Q4 | $1.61M | Buy |
|