OBWG
Onyx Bridge Wealth Group’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 | – | Sell |
-2,628
| Closed | -$215K | – | 328 |
|
|
2025
Q1 | $215K | Sell |
2,628
-149,663
| -98% | -$12.2M | 0.03% | 257 |
|
|
2024
Q4 | $12M | Buy |
+152,291
| New | +$12M | 1.72% | 13 |
|
|
2022
Q3 | – | Sell |
-64,635
| Closed | -$4.73M | – | 200 |
|
|
2022
Q2 | $4.73M | Buy |
+64,635
| New | +$4.73M | 2.11% | 10 |
|