NWM
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Napa Wealth Management’s SPDR S&P Software & Services ETF XSW Stock Holding History

Napa Wealth Management’s Portfolio XSW Stock Details XSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,510
Closed -$392K – 134
2024
Q1 		$392K Sell
2,510
-100
-4% -$15.6K 0.21% 43
2023
Q4 		$392K Buy
+2,610
New +$392K 0.21% 74