DWMG
DB Wealth Management Group’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $56.4K | Sell |
783
-22
| -3% | -$1.59K | 0.03% | 156 |
|
|
2023
Q3 | $55.4K | Hold |
805
| – | – | 0.04% | 155 |
|
|
2023
Q2 | $59.7K | Sell |
805
-406
| -34% | -$30.1K | 0.04% | 142 |
|
|
2023
Q1 | $90.5K | Hold |
1,211
| – | – | 0.06% | 111 |
|
|
2022
Q4 | $90.3K | Sell |
1,211
-259
| -18% | -$19.3K | 0.06% | 111 |
|
|
2022
Q3 | $98K | Hold |
1,470
| – | – | 0.07% | 108 |
|
|
2022
Q2 | $106K | Buy |
1,470
+259
| +21% | +$18.7K | 0.07% | 107 |
|
|
2022
Q1 | $92K | Hold |
1,211
| – | – | 0.06% | 122 |
|
|
2021
Q4 | $93K | Hold |
1,211
| – | – | 0.06% | 121 |
|
|
2021
Q3 | $83K | Hold |
1,211
| – | – | 0.05% | 125 |
|
|
2021
Q2 | $85K | Sell |
1,211
-2,736
| -69% | -$192K | 0.05% | 128 |
|
|
2021
Q1 | $270K | Sell |
3,947
-1,028
| -21% | -$70.3K | 0.19% | 78 |
|
|
2020
Q4 | $336K | Buy |
+4,975
| New | +$336K | 0.25% | 69 |
|