MWM
MGB 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 | $3.24K | Hold |
40
| – | – | ﹤0.01% | 303 |
|
2025
Q1 | $3.27K | Hold |
40
| – | – | ﹤0.01% | 290 |
|
2024
Q4 | $3.14K | Hold |
40
| – | – | ﹤0.01% | 285 |
|
2024
Q3 | $3.32K | Hold |
40
| – | – | ﹤0.01% | 271 |
|
2024
Q2 | $3.1K | Hold |
40
| – | – | ﹤0.01% | 274 |
|
2024
Q1 | $3.05K | Hold |
40
| – | – | ﹤0.01% | 261 |
|
2023
Q4 | $2.88K | Buy |
+40
| New | +$2.88K | ﹤0.01% | 255 |
|