Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $983K | Buy |
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|
2024
Q1 | $803K | Buy |
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|
2023
Q4 | $751K | Buy |
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|
2023
Q3 | $697K | Buy |
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|
2023
Q2 | $736K | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $712K | Buy |
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|
2022
Q3 | $633K | Sell |
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|
2022
Q2 | $904K | Sell |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $1.81M | Sell |
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|
2019
Q4 | $2.34M | Buy |
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|
2019
Q3 | $2.12M | Buy |
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|
2019
Q2 | $1.97M | Sell |
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|
2019
Q1 | $2.02M | Sell |
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|
2018
Q4 | $1.89M | Buy |
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|
2018
Q3 | $1.6M | Sell |
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|
2018
Q2 | $1.66M | Buy |
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|
2018
Q1 | $658K | Buy |
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|
2017
Q4 | $607K | Buy |
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|
2017
Q3 | $349K | Buy |
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