MWM
Midwest Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $401K | Buy |
2,169
+115
| +6% | +$21.3K | 0.24% | 79 |
|
|
2021
Q4 | $420K | Sell |
2,054
-2
| -0.1% | -$409 | 0.26% | 76 |
|
|
2021
Q3 | $369K | Buy |
2,056
+85
| +4% | +$15.3K | 0.25% | 84 |
|
|
2021
Q2 | $352K | Buy |
1,971
+24
| +1% | +$4.29K | 0.25% | 83 |
|
|
2021
Q1 | $327K | Buy |
1,947
+50
| +3% | +$8.4K | 0.27% | 84 |
|
|
2020
Q4 | $305K | Buy |
+1,897
| New | +$305K | 0.28% | 83 |
|