Twin Peaks Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
5,633
+33
| +0.6% | +$2.73K | 0.15% | 98 |
|
|
2025
Q1 | $454K | Sell |
5,600
-72
| -1% | -$5.83K | 0.21% | 91 |
|
|
2024
Q4 | $446K | Sell |
5,672
-198
| -3% | -$15.6K | 0.19% | 87 |
|
|
2024
Q3 | $487K | Hold |
5,870
| – | – | 0.22% | 73 |
|
|
2024
Q2 | $450K | Hold |
5,870
| – | – | 0.22% | 80 |
|
|
2024
Q1 | $448K | Sell |
5,870
-394
| -6% | -$30.1K | 0.25% | 74 |
|
|
2023
Q4 | $451K | Buy |
+6,264
| New | +$451K | 0.29% | 69 |
|