AWM
Axxcess Wealth Management’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Sell |
95,282
-5,381
| -5% | -$296K | 0.12% | 144 |
|
|
2025
Q1 | $5.11M | Buy |
100,663
+3,559
| +4% | +$181K | 0.14% | 130 |
|
|
2024
Q4 | $5.19M | Sell |
97,104
-10,200
| -10% | -$545K | 0.12% | 136 |
|
|
2024
Q3 | $5.56M | Sell |
107,304
-2,943
| -3% | -$153K | 0.14% | 127 |
|
|
2024
Q2 | $5.61M | Sell |
110,247
-2,138
| -2% | -$109K | 0.15% | 118 |
|
|
2024
Q1 | $5.6M | Buy |
112,385
+10,180
| +10% | +$508K | 0.15% | 117 |
|
|
2023
Q4 | $4.68M | Sell |
102,205
-1,462
| -1% | -$66.9K | 0.14% | 132 |
|
|
2023
Q3 | $4.28M | Buy |
103,667
+5,576
| +6% | +$230K | 0.15% | 121 |
|
|
2023
Q2 | $4.25M | Buy |
98,091
+8,261
| +9% | +$358K | 0.31% | 74 |
|
|
2023
Q1 | $3.61M | Buy |
89,830
+2,667
| +3% | +$107K | 0.27% | 76 |
|
|
2022
Q4 | $3.39M | Buy |
87,163
+21,020
| +32% | +$818K | 0.28% | 77 |
|
|
2022
Q3 | $2.38M | Buy |
66,143
+4,407
| +7% | +$158K | 0.22% | 88 |
|
|
2022
Q2 | $2.35M | Buy |
61,736
+27,437
| +80% | +$1.04M | 0.22% | 94 |
|
|
2022
Q1 | $1.55M | Sell |
34,299
-614
| -2% | -$27.8K | 0.12% | 139 |
|
|
2021
Q4 | $1.64M | Buy |
+34,913
| New | +$1.64M | 0.12% | 135 |
|