WESPAC Advisors SoCal’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 | $839K | Sell |
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|
2025
Q2 | $929K | Sell |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Sell |
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|
2018
Q3 | $18K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $18K | Sell |
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|
2017
Q4 | $39K | Hold |
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|
2017
Q3 | $37K | Buy |
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