Shepherd Financial Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.71M | Sell |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $793K | Buy |
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|
2019
Q3 | $772K | Sell |
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|
2019
Q2 | $800K | Buy |
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|
2019
Q1 | $772K | Buy |
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|
2018
Q4 | $694K | Buy |
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|
2018
Q3 | $329K | Hold |
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|
2018
Q2 | $328K | Sell |
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|
2018
Q1 | $378K | Sell |
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|
2017
Q4 | $431K | Buy |
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