AWM
Atticus 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 | $35.8K | Sell |
442
-588
| -57% | -$47.6K | 0.01% | 349 |
|
|
2025
Q1 | $84.1K | Buy |
1,030
+389
| +61% | +$31.8K | 0.03% | 186 |
|
|
2024
Q4 | $50.4K | Sell |
641
-180
| -22% | -$14.2K | 0.02% | 239 |
|
|
2024
Q3 | $68.2K | Buy |
821
+187
| +29% | +$15.5K | 0.02% | 214 |
|
|
2024
Q2 | $48.6K | Sell |
634
-8
| -1% | -$613 | 0.02% | 237 |
|
|
2024
Q1 | $49K | Sell |
642
-166
| -21% | -$12.7K | 0.02% | 244 |
|
|
2023
Q4 | $58.2K | Sell |
808
-1,344
| -62% | -$96.8K | 0.02% | 231 |
|
|
2023
Q3 | $148K | Sell |
2,152
-195
| -8% | -$13.4K | 0.06% | 143 |
|
|
2023
Q2 | $174K | Sell |
2,347
-1,424
| -38% | -$106K | 0.06% | 142 |
|
|
2023
Q1 | $282K | Sell |
3,771
-14,209
| -79% | -$1.06M | 0.11% | 104 |
|
|
2022
Q4 | $1.34M | Buy |
+17,980
| New | +$1.34M | 0.55% | 32 |
|
|
2022
Q3 | – | Sell |
-15,835
| Closed | -$1.14M | – | 627 |
|
|
2022
Q2 | $1.14M | Sell |
15,835
-10,199
| -39% | -$736K | 0.47% | 45 |
|
|
2022
Q1 | $1.98M | Sell |
26,034
-4,331
| -14% | -$329K | 0.72% | 29 |
|
|
2021
Q4 | $2.34M | Buy |
30,365
+19,105
| +170% | +$1.47M | 0.91% | 26 |
|
|
2021
Q3 | $776K | Sell |
11,260
-738
| -6% | -$50.9K | 0.34% | 44 |
|
|
2021
Q2 | $840K | Buy |
11,998
+763
| +7% | +$53.4K | 0.37% | 47 |
|
|
2021
Q1 | $767K | Sell |
11,235
-1,368
| -11% | -$93.4K | 0.37% | 47 |
|
|
2020
Q4 | $850K | Buy |
12,603
+2,783
| +28% | +$188K | 0.43% | 45 |
|
|
2020
Q3 | $629K | Buy |
9,820
+3,004
| +44% | +$192K | 0.38% | 50 |
|
|
2020
Q2 | $400K | Buy |
6,816
+1,153
| +20% | +$67.7K | 0.26% | 56 |
|
|
2020
Q1 | $308K | Buy |
5,663
+2,166
| +62% | +$118K | 0.25% | 62 |
|
|
2019
Q4 | $220K | Buy |
+3,497
| New | +$220K | 0.14% | 82 |
|