CWP
Concord Wealth Partners’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-38
| Closed | -$1.65K | – | 1079 |
|
|
2023
Q2 | $1.65K | Hold |
38
| – | – | ﹤0.01% | 900 |
|
|
2023
Q1 | $1.53K | Hold |
38
| – | – | ﹤0.01% | 855 |
|
|
2022
Q4 | $1.48K | Buy |
+38
| New | +$1.48K | ﹤0.01% | 1001 |
|
|
2022
Q3 | – | Sell |
-2,342
| Closed | -$89K | – | 1187 |
|
|
2022
Q2 | $89K | Buy |
+2,342
| New | +$89K | 0.02% | 279 |
|