NWAM LLC’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $303K | Hold |
5,408
| – | – | 0.02% | 432 |
|
2025
Q1 | $275K | Buy |
5,408
+335
| +7% | +$17K | 0.02% | 418 |
|
2024
Q4 | $271K | Hold |
5,073
| – | – | 0.02% | 500 |
|
2024
Q3 | $263K | Buy |
+5,073
| New | +$263K | 0.02% | 531 |
|
2024
Q2 | – | Sell |
-4,765
| Closed | -$233K | – | 557 |
|
2024
Q1 | $233K | Buy |
4,765
+57
| +1% | +$2.79K | 0.02% | 498 |
|
2023
Q4 | $215K | Buy |
+4,708
| New | +$215K | 0.02% | 512 |
|