FWM
Foguth 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 |
-10,114
| Closed | -$826K | – | 165 |
|
|
2025
Q1 | $826K | Sell |
10,114
-17,915
| -64% | -$1.46M | 0.2% | 63 |
|
|
2024
Q4 | $2.18M | Buy |
28,029
+7,215
| +35% | +$562K | 0.57% | 42 |
|
|
2024
Q3 | $1.69M | Sell |
20,814
-1,053
| -5% | -$85.4K | 0.61% | 41 |
|
|
2024
Q2 | $1.67M | Buy |
21,867
+7,524
| +52% | +$576K | 0.74% | 33 |
|
|
2024
Q1 | $1.1M | Buy |
+14,343
| New | +$1.1M | 0.59% | 40 |
|