NWWA
New Wave Wealth Advisors’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 | $946K | Buy |
11,684
+106
| +0.9% | +$8.58K | 0.4% | 48 |
|
|
2025
Q1 | $946K | Buy |
11,578
+2,104
| +22% | +$172K | 0.42% | 46 |
|
|
2024
Q4 | $745K | Sell |
9,474
-61
| -0.6% | -$4.8K | 0.31% | 52 |
|
|
2024
Q3 | $791K | Buy |
9,535
+75
| +0.8% | +$6.23K | 0.36% | 47 |
|
|
2024
Q2 | $724K | Buy |
+9,460
| New | +$724K | 0.39% | 50 |
|