NWM
NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,912
| Closed | -$1.92M | – | 134 |
|
|
2023
Q2 | $1.92M | Buy |
25,912
+1,068
| +4% | +$79.2K | 0.35% | 60 |
|
|
2023
Q1 | $1.86M | Buy |
24,844
+1,024
| +4% | +$76.5K | 0.32% | 66 |
|
|
2022
Q4 | $1.78M | Sell |
23,820
-173
| -0.7% | -$12.9K | 0.33% | 70 |
|
|
2022
Q3 | $1.6M | Sell |
23,993
-259
| -1% | -$17.3K | 0.32% | 74 |
|
|
2022
Q2 | $1.75M | Buy |
24,252
+3,847
| +19% | +$278K | 0.38% | 71 |
|
|
2022
Q1 | $1.55M | Buy |
20,405
+327
| +2% | +$24.8K | 0.3% | 64 |
|
|
2021
Q4 | $1.55M | Buy |
+20,078
| New | +$1.55M | 0.3% | 57 |
|