National Wealth Management Group’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,368
| Closed | -$568K | – | 174 |
|
|
2023
Q1 | $568K | Buy |
7,368
+228
| +3% | +$17.6K | 0.65% | 40 |
|
|
2022
Q4 | $532K | Sell |
7,140
-524
| -7% | -$39.1K | 0.64% | 41 |
|
|
2022
Q3 | $511K | Sell |
7,664
-2,469
| -24% | -$165K | 0.66% | 38 |
|
|
2022
Q2 | $731K | Buy |
10,133
+3,008
| +42% | +$217K | 0.92% | 26 |
|
|
2022
Q1 | $541K | Buy |
+7,125
| New | +$541K | 0.52% | 56 |
|