JWM
Janiczek 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
Q2 | $6.97K | Hold |
91
| – | – | ﹤0.01% | 702 |
|
|
2024
Q1 | $6.95K | Hold |
91
| – | – | ﹤0.01% | 729 |
|
|
2023
Q4 | $6.56K | Hold |
91
| – | – | ﹤0.01% | 718 |
|
|
2023
Q3 | $6.26K | Hold |
91
| – | – | ﹤0.01% | 700 |
|
|
2023
Q2 | $6.75K | Hold |
91
| – | – | ﹤0.01% | 626 |
|
|
2023
Q1 | $6.84K | Sell |
91
-49
| -35% | -$3.68K | ﹤0.01% | 629 |
|
|
2022
Q4 | $10.4K | Sell |
140
-10
| -7% | -$744 | ﹤0.01% | 552 |
|
|
2022
Q3 | $10K | Buy |
150
+10
| +7% | +$667 | ﹤0.01% | 551 |
|
|
2022
Q2 | $10K | Hold |
140
| – | – | ﹤0.01% | 582 |
|
|
2022
Q1 | $11K | Sell |
140
-2,618
| -95% | -$206K | ﹤0.01% | 561 |
|
|
2021
Q4 | $213K | Sell |
2,758
-71,059
| -96% | -$5.49M | 0.06% | 94 |
|
|
2021
Q3 | $5.08M | Sell |
73,817
-677
| -0.9% | -$46.6K | 1.8% | 10 |
|
|
2021
Q2 | $5.21M | Buy |
74,494
+2,920
| +4% | +$204K | 1.89% | 10 |
|
|
2021
Q1 | $4.89M | Buy |
71,574
+938
| +1% | +$64.1K | 1.95% | 10 |
|
|
2020
Q4 | $4.76M | Sell |
70,636
-939
| -1% | -$63.3K | 2.31% | 9 |
|
|
2020
Q3 | $4.59M | Sell |
71,575
-1,907
| -3% | -$122K | 2.47% | 9 |
|
|
2020
Q2 | $4.31M | Sell |
73,482
-146,474
| -67% | -$8.59M | 2.42% | 9 |
|
|
2020
Q1 | $12M | Sell |
219,956
-11,060
| -5% | -$602K | 6.75% | 6 |
|
|
2019
Q4 | $14.5M | Buy |
231,016
+3,782
| +2% | +$238K | 6.54% | 6 |
|
|
2019
Q3 | $14M | Buy |
227,234
+7,462
| +3% | +$458K | 6.34% | 6 |
|
|
2019
Q2 | $12.8M | Buy |
219,772
+32,645
| +17% | +$1.9M | 5.97% | 6 |
|
|
2019
Q1 | $10.5M | Buy |
+187,127
| New | +$10.5M | 4.96% | 8 |
|