CWA
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Canvas Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Canvas Wealth Advisors’s Portfolio XLP Stock Details XLP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,305
Closed -$822K – 159
2022
Q4 		$822K Buy
11,305
+901
+9% +$65.5K 0.34% 55
2022
Q3 		$744K Sell
10,404
-5,901
-36% -$422K 0.32% 56
2022
Q2 		$1.18M Buy
+16,305
New +$1.18M 0.47% 50