AWAG
ARS Wealth Advisors Group’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 | $206K | Sell |
2,546
-299
| -11% | -$24.2K | 0.02% | 178 |
|
|
2025
Q1 | $232K | Buy |
2,845
+1
| +0% | +$82 | 0.03% | 142 |
|
|
2024
Q4 | $224K | Sell |
2,844
-20
| -0.7% | -$1.57K | 0.03% | 146 |
|
|
2024
Q3 | $238K | Buy |
2,864
+101
| +4% | +$8.38K | 0.03% | 152 |
|
|
2024
Q2 | $212K | Buy |
+2,763
| New | +$212K | 0.03% | 157 |
|
|
2022
Q4 | – | Sell |
-3,979
| Closed | -$266K | – | 158 |
|
|
2022
Q3 | $266K | Buy |
3,979
+3
| +0.1% | +$201 | 0.04% | 125 |
|
|
2022
Q2 | $287K | Buy |
3,976
+4
| +0.1% | +$289 | 0.04% | 130 |
|
|
2022
Q1 | $301K | Sell |
3,972
-198
| -5% | -$15K | 0.05% | 104 |
|
|
2021
Q4 | $322K | Sell |
4,170
-1,766
| -30% | -$136K | 0.05% | 103 |
|
|
2021
Q3 | $409K | Buy |
+5,936
| New | +$409K | 0.07% | 90 |
|