MWM
Maripau Wealth Management’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
3,846
-164
| -4% | -$9.01K | 0.11% | 154 |
|
|
2025
Q1 | $204K | Sell |
4,010
-354
| -8% | -$18K | 0.12% | 132 |
|
|
2024
Q4 | $233K | Buy |
+4,364
| New | +$233K | 0.14% | 124 |
|
|
2024
Q3 | – | Sell |
-5,118
| Closed | -$260K | – | 142 |
|
|
2024
Q2 | $260K | Sell |
5,118
-581
| -10% | -$29.6K | 0.18% | 116 |
|
|
2024
Q1 | $284K | Buy |
5,699
+3
| +0.1% | +$150 | 0.21% | 93 |
|
|
2023
Q4 | $261K | Sell |
5,696
-1,059
| -16% | -$48.5K | 0.23% | 88 |
|
|
2023
Q3 | $279K | Sell |
6,755
-35
| -0.5% | -$1.44K | 0.26% | 74 |
|
|
2023
Q2 | $294K | Buy |
6,790
+156
| +2% | +$6.76K | 0.26% | 67 |
|
|
2023
Q1 | $266K | Buy |
6,634
+638
| +11% | +$25.6K | 0.28% | 63 |
|
|
2022
Q4 | $235K | Buy |
5,996
+391
| +7% | +$15.3K | 0.24% | 73 |
|
|
2022
Q3 | $220K | Sell |
5,605
-286
| -5% | -$11.2K | 0.24% | 76 |
|
|
2022
Q2 | $242K | Sell |
5,891
-2,216
| -27% | -$91K | 0.26% | 65 |
|
|
2022
Q1 | $352K | Sell |
8,107
-20
| -0.2% | -$868 | 0.32% | 59 |
|
|
2021
Q4 | $367K | Buy |
+8,127
| New | +$367K | 0.35% | 63 |
|