Roberts Wealth Advisors’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
Q2 | $596K | Buy |
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|
2025
Q1 | $598K | Sell |
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|
2024
Q4 | $565K | Sell |
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|
2024
Q3 | $791K | Sell |
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|
2024
Q2 | $770K | Sell |
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|
2024
Q1 | $765K | Buy |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $693K | Sell |
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|
2023
Q2 | $802K | Sell |
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|
2023
Q1 | $838K | Buy |
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|
2022
Q4 | $828K | Sell |
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|
2022
Q3 | $773K | Buy |
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|
2022
Q2 | $827K | Buy |
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|
2022
Q1 | $858K | Sell |
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|
2021
Q4 | $868K | Buy |
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|
2021
Q3 | $761K | Buy |
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