EWM
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Empirical Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Empirical Wealth Management’s Portfolio XLP Stock Details XLP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,378
Closed -$252K – 483
2022
Q4 		$252K Sell
3,378
-400
-11% -$29.8K 0.01% 405
2022
Q3 		$252K Buy
+3,778
New +$252K 0.01% 407