LWM
LongView 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
5,322
+8
| +0.2% | +$648 | 0.13% | 134 |
|
|
2025
Q1 | $434K | Buy |
5,314
+7
| +0.1% | +$572 | 0.13% | 131 |
|
|
2024
Q4 | $417K | Buy |
5,307
+9
| +0.2% | +$708 | 0.13% | 132 |
|
|
2024
Q3 | $440K | Buy |
5,298
+6
| +0.1% | +$498 | 0.14% | 120 |
|
|
2024
Q2 | $405K | Sell |
5,292
-291
| -5% | -$22.3K | 0.15% | 120 |
|
|
2024
Q1 | $426K | Buy |
5,583
+9
| +0.2% | +$687 | 0.17% | 115 |
|
|
2023
Q4 | $405K | Buy |
+5,574
| New | +$405K | 0.18% | 108 |
|