CTWM
Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
3,254
| – | – | 0.06% | 139 |
|
|
2025
Q1 | $266K | Buy |
3,254
+624
| +24% | +$51K | 0.06% | 140 |
|
|
2024
Q4 | $207K | Hold |
2,630
| – | – | 0.05% | 155 |
|
|
2024
Q3 | $218K | Hold |
2,630
| – | – | 0.05% | 158 |
|
|
2024
Q2 | $201K | Hold |
2,630
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $201K | Hold |
2,630
| – | – | 0.05% | 156 |
|
|
2023
Q4 | $189K | Hold |
2,630
| – | – | 0.05% | 153 |
|
|
2023
Q3 | $181K | Hold |
2,630
| – | – | 0.05% | 148 |
|
|
2023
Q2 | $195K | Buy |
+2,630
| New | +$195K | 0.06% | 143 |
|