CWM
CMH 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-98,130
| Closed | -$5.04M | – | 58 |
|
|
2018
Q1 | $5.04M | Buy |
98,130
+2,775
| +3% | +$142K | 3.4% | 7 |
|
|
2017
Q4 | $5.39M | Buy |
95,355
+910
| +1% | +$51.4K | 3.57% | 5 |
|
|
2017
Q3 | $5.09M | Sell |
94,445
-25
| -0% | -$1.35K | 3.78% | 5 |
|
|
2017
Q2 | $5.21M | Sell |
94,470
-420
| -0.4% | -$23.1K | 4.15% | 6 |
|
|
2017
Q1 | $5.23M | Buy |
94,890
+54,200
| +133% | +$2.99M | 4.1% | 5 |
|
|
2016
Q4 | $2.12M | Buy |
+40,690
| New | +$2.12M | 1.86% | 19 |
|