AWA
Amplius 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
Q4 | – | Sell |
-4,868
| Closed | -$335K | – | 179 |
|
|
2023
Q3 | $335K | Sell |
4,868
-215
| -4% | -$14.8K | 0.04% | 113 |
|
|
2023
Q2 | $377K | Buy |
5,083
+42
| +0.8% | +$3.12K | 0.05% | 116 |
|
|
2023
Q1 | $377K | Buy |
5,041
+110
| +2% | +$8.22K | 0.05% | 115 |
|
|
2022
Q4 | $368K | Buy |
+4,931
| New | +$368K | 0.06% | 108 |
|