Aveo Capital Partners’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-21,975
| Closed | -$1.17M | – | 348 |
|
2024
Q4 | $1.17M | Sell |
21,975
-1,243
| -5% | -$66.4K | 0.13% | 120 |
|
2024
Q3 | $1.2M | Buy |
23,218
+3,610
| +18% | +$187K | 0.13% | 118 |
|
2024
Q2 | $998K | Buy |
19,608
+2,823
| +17% | +$144K | 0.11% | 130 |
|
2024
Q1 | $811K | Buy |
16,785
+2,586
| +18% | +$125K | 0.09% | 161 |
|
2023
Q4 | $650K | Buy |
14,199
+866
| +6% | +$39.6K | 0.08% | 175 |
|
2023
Q3 | $550K | Sell |
13,333
-38
| -0.3% | -$1.57K | 0.07% | 188 |
|
2023
Q2 | $580K | Buy |
13,371
+740
| +6% | +$32.1K | 0.07% | 184 |
|
2023
Q1 | $507K | Buy |
12,631
+1,721
| +16% | +$69.1K | 0.07% | 189 |
|
2022
Q4 | $425K | Buy |
+10,910
| New | +$425K | 0.06% | 212 |
|