CWM
Cedar 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
Q1 | – | Sell |
-50
| Closed | -$3.6K | – | 362 |
|
|
2023
Q4 | $3.6K | Buy |
+50
| New | +$3.6K | ﹤0.01% | 249 |
|
|
2022
Q2 | – | Sell |
-271
| Closed | -$21K | – | 382 |
|
|
2022
Q1 | $21K | Hold |
271
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $21K | Hold |
271
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $19K | Hold |
271
| – | – | 0.01% | 204 |
|
|
2021
Q2 | $19K | Buy |
+271
| New | +$19K | 0.01% | 210 |
|