AWM
Abound Wealth Management’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 | $108K | Buy |
1,336
+8
| +0.6% | +$648 | 0.03% | 118 |
|
|
2025
Q1 | $108K | Buy |
1,328
+306
| +30% | +$25K | 0.04% | 104 |
|
|
2024
Q4 | $80.3K | Buy |
1,022
+7
| +0.7% | +$550 | 0.03% | 127 |
|
|
2024
Q3 | $84.2K | Buy |
1,015
+5
| +0.5% | +$415 | 0.03% | 120 |
|
|
2024
Q2 | $77.3K | Sell |
1,010
-918
| -48% | -$70.3K | 0.03% | 109 |
|
|
2024
Q1 | $147K | Sell |
1,928
-11,714
| -86% | -$895K | 0.06% | 70 |
|
|
2023
Q4 | $983K | Sell |
13,642
-295,683
| -96% | -$21.3M | 0.39% | 27 |
|
|
2023
Q3 | $21.3M | Buy |
309,325
+14,714
| +5% | +$1.01M | 9.06% | 3 |
|
|
2023
Q2 | $21.9M | Buy |
294,611
+27,206
| +10% | +$2.02M | 9.14% | 3 |
|
|
2023
Q1 | $20M | Buy |
267,405
+17,386
| +7% | +$1.3M | 8.96% | 4 |
|
|
2022
Q4 | $18.6M | Buy |
250,019
+7,347
| +3% | +$548K | 9.13% | 2 |
|
|
2022
Q3 | $16.2M | Buy |
242,672
+17,804
| +8% | +$1.19M | 8.74% | 2 |
|
|
2022
Q2 | $16.2M | Buy |
+224,868
| New | +$16.2M | 9.04% | 3 |
|