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

Forza Wealth Management’s Portfolio XLP Stock Details XLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,000
Closed -$206K – 188
2023
Q3 		$206K Hold
3,000
– – 0.11% 174
2023
Q2 		$223K Hold
3,000
– – 0.11% 170
2023
Q1 		$224K Buy
+3,000
New +$224K 0.12% 166