Valley Wealth Managers’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 | $45K | Hold |
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|
2025
Q2 | $46.5K | Buy |
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|
2025
Q1 | $42K | Sell |
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|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $136K | Buy |
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|
2024
Q2 | $124K | Hold |
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|
2024
Q1 | $124K | Buy |
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|
2023
Q4 | $82.5K | Hold |
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|
2023
Q3 | $78.8K | Hold |
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|
2023
Q2 | $84.9K | Sell |
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|
2023
Q1 | $87.3K | Sell |
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|
2022
Q4 | $128K | Sell |
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|
2022
Q3 | $154K | Sell |
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|
2022
Q2 | $170K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $200K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $46K | Buy |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $21K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $375K | Buy |
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|
2015
Q1 | $371K | Sell |
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|
2014
Q4 | $506K | Buy |
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|
2014
Q3 | $394K | Buy |
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|
2014
Q2 | $388K | Buy |
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|
2014
Q1 | $279K | Buy |
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|
2013
Q4 | $276K | Sell |
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|
2013
Q3 | $298K | Buy |
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|
2013
Q2 | $243K | Buy |
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