AWA
Acorn Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,034
| Closed | -$225K | – | 193 |
|
|
2023
Q2 | $225K | Sell |
3,034
-772
| -20% | -$57.3K | 0.15% | 158 |
|
|
2023
Q1 | $284K | Sell |
3,806
-13
| -0.3% | -$971 | 0.21% | 119 |
|
|
2022
Q4 | $285K | Buy |
+3,819
| New | +$285K | 0.22% | 109 |
|
|
2018
Q3 | – | Sell |
-649
| Closed | -$33K | – | 457 |
|
|
2018
Q2 | $33K | Sell |
649
-132
| -17% | -$6.71K | 0.03% | 333 |
|
|
2018
Q1 | $40K | Hold |
781
| – | – | 0.03% | 303 |
|
|
2017
Q4 | $45K | Buy |
+781
| New | +$45K | 0.04% | 271 |
|