Ever Source Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 520 shares of XLP stock, worth $39,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares
520
Previous 340 52.94%
Holding current value
$39,540
Previous $25,000 56.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
N/A
180 Added 52.94%
520 $39,000
Q2 2024

Aug 13, 2024
SELL
$73.08 - $78.4 $5,407 - $5,801
-74 Reduced 17.87%
340 $26,000
Q1 2024

Jun 11, 2024
BUY
$71.59 - $76.36 $12,170 - $12,981
170 Added 69.67%
414 $31,000
Q4 2023

Feb 09, 2024
SELL
$66.22 - $72.3 $37,016 - $40,415
-559 Reduced 69.61%
244 $17,000
Q2 2023

Aug 04, 2023
SELL
$72.59 - $77.5 $277,293 - $296,050
-3,820 Reduced 82.63%
803 $59,000
Q1 2023

May 11, 2023
BUY
$71.11 - $75.78 $296,528 - $316,002
4,170 Added 920.53%
4,623 $345,000
Q4 2022

Feb 09, 2023
BUY
$71.53 - $77.19 $32,403 - $34,967
453 New
453 $33,000

Others Institutions Holding XLP

# of Institutions
1,353
Shares Held
175M
Call Options Held
8.73M
Put Options Held
15.5M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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