APW
Acima Private Wealth’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 | $2.64M | Hold |
32,625
| – | – | 0.9% | 26 |
|
2025
Q1 | $2.66M | Hold |
32,625
| – | – | 0.96% | 24 |
|
2024
Q4 | $2.56M | Hold |
32,625
| – | – | 0.86% | 29 |
|
2024
Q3 | $2.71M | Hold |
32,625
| – | – | 0.91% | 25 |
|
2024
Q2 | $2.5M | Hold |
32,625
| – | – | 0.92% | 26 |
|
2024
Q1 | $2.49M | Hold |
32,625
| – | – | 0.92% | 26 |
|
2023
Q4 | $2.35M | Sell |
32,625
-10,667
| -25% | -$768K | 0.92% | 27 |
|
2023
Q3 | $2.98M | Hold |
43,292
| – | – | 1.33% | 22 |
|
2023
Q2 | $3.21M | Sell |
43,292
-98
| -0.2% | -$7.27K | 1.54% | 21 |
|
2023
Q1 | $3.24M | Hold |
43,390
| – | – | 1.59% | 20 |
|
2022
Q4 | $3.23M | Hold |
43,390
| – | – | 1.66% | 18 |
|
2022
Q3 | $2.9M | Hold |
43,390
| – | – | 1.49% | 21 |
|
2022
Q2 | $3.13M | Hold |
43,390
| – | – | 1.56% | 20 |
|
2022
Q1 | $3.29M | Hold |
43,390
| – | – | 1.52% | 22 |
|
2021
Q4 | $3.35M | Hold |
43,390
| – | – | 1.44% | 23 |
|
2021
Q3 | $2.99M | Hold |
43,390
| – | – | 1.37% | 23 |
|
2021
Q2 | $3.04M | Sell |
43,390
-357
| -0.8% | -$25K | 1.39% | 24 |
|
2021
Q1 | $2.99M | Hold |
43,747
| – | – | 1.47% | 24 |
|
2020
Q4 | $2.95M | Hold |
43,747
| – | – | 1.53% | 21 |
|
2020
Q3 | $2.8M | Sell |
43,747
-35,337
| -45% | -$2.26M | 1.69% | 19 |
|
2020
Q2 | $4.64M | Hold |
79,084
| – | – | 3% | 5 |
|
2020
Q1 | $4.31M | Sell |
79,084
-11,942
| -13% | -$651K | 3.32% | 4 |
|
2019
Q4 | $5.73M | Buy |
91,026
+1,570
| +2% | +$98.9K | 3.96% | 3 |
|
2019
Q3 | $5.49M | Hold |
89,456
| – | – | 4.2% | 3 |
|
2019
Q2 | $5.2M | Hold |
89,456
| – | – | 4.1% | 4 |
|
2019
Q1 | $5.02M | Hold |
89,456
| – | – | 4.29% | 4 |
|
2018
Q4 | $4.54M | Buy |
+89,456
| New | +$4.54M | 4.45% | 5 |
|