HWM
Horizon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,795
| Closed | -$1.03M | – | 79 |
|
|
2022
Q4 | $1.03M | Buy |
13,795
+183
| +1% | +$13.6K | 0.84% | 18 |
|
|
2022
Q3 | $908K | Buy |
13,612
+1,813
| +15% | +$121K | 0.67% | 21 |
|
|
2022
Q2 | $852K | Buy |
11,799
+7,604
| +181% | +$549K | 0.35% | 34 |
|
|
2022
Q1 | $318K | Buy |
+4,195
| New | +$318K | 0.1% | 78 |
|