Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $496K | Sell |
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|
2023
Q2 | $1.88M | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $2.5M | Buy |
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|
2022
Q2 | $2.45M | Sell |
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|
2022
Q1 | $2.75M | Sell |
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|
2021
Q4 | $3.01M | Buy |
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|
2021
Q3 | $2.53M | Buy |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $1.64M | Buy |
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|
2020
Q4 | $1.5M | Buy |
|