AWM
Accel 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 | $368K | Buy |
4,546
+34
| +0.8% | +$2.75K | 0.12% | 171 |
|
|
2025
Q1 | $369K | Buy |
4,512
+4
| +0.1% | +$327 | 0.13% | 157 |
|
|
2024
Q4 | $354K | Sell |
4,508
-66
| -1% | -$5.19K | 0.13% | 164 |
|
|
2024
Q3 | $380K | Buy |
4,574
+4
| +0.1% | +$332 | 0.14% | 157 |
|
|
2024
Q2 | $350K | Buy |
4,570
+6
| +0.1% | +$459 | 0.14% | 151 |
|
|
2024
Q1 | $349K | Buy |
4,564
+70
| +2% | +$5.35K | 0.15% | 143 |
|
|
2023
Q4 | $324K | Sell |
4,494
-210
| -4% | -$15.1K | 0.16% | 133 |
|
|
2023
Q3 | $324K | Buy |
4,704
+7
| +0.1% | +$482 | 0.18% | 117 |
|
|
2023
Q2 | $348K | Sell |
4,697
-84
| -2% | -$6.23K | 0.19% | 114 |
|
|
2023
Q1 | $357K | Sell |
4,781
-207
| -4% | -$15.5K | 0.15% | 148 |
|
|
2022
Q4 | $372K | Sell |
4,988
-1
| -0% | -$75 | 0.18% | 105 |
|
|
2022
Q3 | $344K | Buy |
4,989
+9
| +0.2% | +$621 | 0.18% | 111 |
|
|
2022
Q2 | $363K | Sell |
4,980
-1,822
| -27% | -$133K | 0.21% | 101 |
|
|
2022
Q1 | $521K | Buy |
6,802
+336
| +5% | +$25.7K | 0.27% | 80 |
|
|
2021
Q4 | $499K | Buy |
6,466
+359
| +6% | +$27.7K | 0.24% | 78 |
|
|
2021
Q3 | $420K | Sell |
6,107
-224
| -4% | -$15.4K | 0.27% | 74 |
|
|
2021
Q2 | $443K | Buy |
6,331
+56
| +0.9% | +$3.92K | 0.29% | 76 |
|
|
2021
Q1 | $429K | Buy |
6,275
+120
| +2% | +$8.2K | 0.35% | 60 |
|
|
2020
Q4 | $415K | Buy |
+6,155
| New | +$415K | 0.39% | 56 |
|