BWM
Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,349
| Closed | -$946K | – | 156 |
|
|
2024
Q2 | $946K | Sell |
12,349
-5,927
| -32% | -$454K | 0.53% | 42 |
|
|
2024
Q1 | $1.4M | Buy |
18,276
+30
| +0.2% | +$2.29K | 0.73% | 32 |
|
|
2023
Q4 | $1.31M | Buy |
18,246
+3,266
| +22% | +$235K | 0.79% | 32 |
|
|
2023
Q3 | $1.03M | Buy |
14,980
+4,866
| +48% | +$335K | 0.7% | 40 |
|
|
2023
Q2 | $750K | Buy |
10,114
+5,816
| +135% | +$431K | 0.52% | 52 |
|
|
2023
Q1 | $321K | Buy |
+4,298
| New | +$321K | 0.25% | 97 |
|
|
2021
Q1 | – | Sell |
-929
| Closed | -$62K | – | 307 |
|
|
2020
Q4 | $62K | Buy |
+929
| New | +$62K | 0.06% | 193 |
|