Wealth Enhancement Advisory Services’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Buy |
81,831
+21,040
| +35% | +$1.73M | 0.01% | 777 |
|
|
2025
Q1 | $4.96M | Sell |
60,791
-3,106
| -5% | -$254K | 0.01% | 836 |
|
|
2024
Q4 | $5.02M | Buy |
63,897
+23,649
| +59% | +$1.86M | 0.01% | 797 |
|
|
2024
Q3 | $3.34M | Buy |
40,248
+3,179
| +9% | +$264K | 0.01% | 853 |
|
|
2024
Q2 | $2.84M | Sell |
37,069
-1,672
| -4% | -$128K | 0.01% | 870 |
|
|
2024
Q1 | $2.96M | Sell |
38,741
-7,123
| -16% | -$544K | 0.01% | 814 |
|
|
2023
Q4 | $3.3M | Sell |
45,864
-5,252
| -10% | -$378K | 0.01% | 726 |
|
|
2023
Q3 | $3.52M | Buy |
51,116
+47,480
| +1,306% | +$3.27M | 0.01% | 672 |
|
|
2023
Q2 | $270K | Sell |
3,636
-3,309
| -48% | -$245K | ﹤0.01% | 451 |
|
|
2023
Q1 | $519K | Buy |
6,945
+13
| +0.2% | +$971 | 0.01% | 384 |
|
|
2022
Q4 | $506K | Buy |
6,932
+74
| +1% | +$5.4K | 0.01% | 274 |
|
|
2022
Q3 | $456K | Buy |
6,858
+703
| +11% | +$46.7K | 0.01% | 279 |
|
|
2022
Q2 | $449K | Buy |
6,155
+962
| +19% | +$70.2K | 0.01% | 285 |
|
|
2022
Q1 | $397K | Sell |
5,193
-43
| -0.8% | -$3.29K | 0.01% | 279 |
|
|
2021
Q4 | $396K | Sell |
5,236
-102
| -2% | -$7.71K | 0.01% | 259 |
|
|
2021
Q3 | $382K | Buy |
5,338
+1,575
| +42% | +$113K | 0.01% | 260 |
|
|
2021
Q2 | $267K | Buy |
3,763
+101
| +3% | +$7.17K | ﹤0.01% | 256 |
|
|
2021
Q1 | $253K | Buy |
+3,662
| New | +$253K | ﹤0.01% | 252 |
|