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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,201
Closed -$313K 137
2023
Q1
$313K Hold
4,201
0.06% 95
2022
Q4
$313K Buy
+4,201
New +$313K 0.06% 89