WMS Partners’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

WMS Partners’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$333K	Buy
2024 Q3	$351K	Buy
2022 Q1	–	Sell
2021 Q4	$217K	Buy
2020 Q3	–	Sell
2020 Q2	$223K	Hold
2020 Q1	$207K	Hold
2019 Q4	$240K	Sell
2019 Q3	$238K	Sell
2019 Q2	$240K	Buy