EWM
Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35
| Closed | -$2.91K | – | 615 |
|
|
2024
Q3 | $2.91K | Hold |
35
| – | – | ﹤0.01% | 527 |
|
|
2024
Q2 | $2.68K | Hold |
35
| – | – | ﹤0.01% | 527 |
|
|
2024
Q1 | $2.67K | Hold |
35
| – | – | ﹤0.01% | 525 |
|
|
2023
Q4 | $2.52K | Hold |
35
| – | – | ﹤0.01% | 509 |
|
|
2023
Q3 | $2.41K | Hold |
35
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $2.6K | Hold |
35
| – | – | ﹤0.01% | 480 |
|
|
2023
Q1 | $2.62K | Buy |
+35
| New | +$2.62K | ﹤0.01% | 476 |
|