CWM
Compass 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 | – | Sell |
-48
| Closed | -$3.92K | – | 427 |
|
|
2025
Q1 | $3.92K | Hold |
48
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $3.77K | Hold |
48
| – | – | ﹤0.01% | 370 |
|
|
2024
Q3 | $3.98K | Hold |
48
| – | – | ﹤0.01% | 376 |
|
|
2024
Q2 | $3.68K | Hold |
48
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $3.67K | Hold |
48
| – | – | ﹤0.01% | 369 |
|
|
2023
Q4 | $3.46K | Hold |
48
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $3.3K | Hold |
48
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $3.56K | Hold |
48
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $3.59K | Hold |
48
| – | – | ﹤0.01% | 393 |
|
|
2022
Q4 | $3.58K | Buy |
+48
| New | +$3.58K | ﹤0.01% | 393 |
|