One Charles Private Wealth Services’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 | $593K | Sell |
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|
2025
Q2 | $658K | Sell |
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|
2025
Q1 | $667K | Buy |
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|
2024
Q4 | $628K | Sell |
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|
2024
Q3 | $717K | Sell |
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|
2024
Q2 | $981K | Buy |
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|
2024
Q1 | $915K | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $614K | Sell |
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|
2019
Q4 | $756K | Buy |
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