Global Wealth Management Investment Advisory’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-840	Closed	-$60.5K	–	452
2023 Q4	$60.5K	Sell	840 -100	-11%	-$6.93K	0.02%	185
2023 Q3	$64.7K	Hold	940	–	–	0.02%	179
2023 Q2	$69.7K	Buy	+940	New	+$70.5K	0.02%	178
2022 Q3	–	Sell	-990	Closed	-$71K	–	492
2022 Q2	$71K	Buy	990 +100	+11%	+$7.51K	0.02%	163
2022 Q1	$68K	Hold	890	–	–	0.02%	175
2021 Q4	$69K	Hold	890	–	–	0.02%	175
2021 Q3	$61K	Buy	890 +50	+6%	+$3.56K	0.02%	192
2021 Q2	$59K	Hold	840	–	–	0.02%	191
2021 Q1	$57K	Sell	840 -13	-2%	-$855	0.02%	189
2020 Q4	$58K	Hold	853	–	–	0.02%	178
2020 Q3	$55K	Sell	853 -114	-12%	-$7.2K	0.02%	173
2020 Q2	$57K	Sell	967 -170	-15%	-$9.92K	0.02%	179
2020 Q1	$62K	Buy	1,137 +58	+5%	+$3.52K	0.03%	161
2019 Q4	$68K	Buy	1,079 +14	+1%	+$862	0.03%	160
2019 Q3	$65K	Sell	1,065 -185	-15%	-$11.1K	0.03%	153
2019 Q2	$73K	Sell	1,250 -931	-43%	-$53.3K	0.04%	154
2019 Q1	$122K	Sell	2,181 -6,452	-75%	-$345K	0.06%	140
2018 Q4	$438K	Buy	+8,633	New	+$468K	0.25%	89