Sound View Wealth Advisors Group’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 | $5.14M | Buy |
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|
2025
Q1 | $4.83M | Buy |
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|
2024
Q4 | $4.47M | Buy |
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|
2024
Q3 | $4.42M | Buy |
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|
2024
Q2 | $2.48M | Buy |
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $2.48M | Sell |
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|
2023
Q3 | $2.85M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $2.1M | Sell |
|
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|
2022
Q4 | $2.48M | Buy |
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|
2022
Q3 | $890K | Buy |
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|
2022
Q2 | $922K | Buy |
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|
2022
Q1 | $783K | Buy |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $425K | Buy |
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|
2021
Q1 | $218K | Buy |
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