PWA
PCG 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 | $3.22M | Sell |
39,709
-1,027
| -3% | -$83.2K | 1.64% | 16 |
|
|
2025
Q1 | $3.33M | Sell |
40,736
-2,536
| -6% | -$207K | 1.16% | 26 |
|
|
2024
Q4 | $3.4M | Sell |
43,272
-1,035
| -2% | -$81.4K | 1.26% | 26 |
|
|
2024
Q3 | $3.68M | Buy |
44,307
+700
| +2% | +$58.1K | 1.42% | 22 |
|
|
2024
Q2 | $3.34M | Buy |
43,607
+4,562
| +12% | +$349K | 1.45% | 24 |
|
|
2024
Q1 | $2.98M | Buy |
+39,045
| New | +$2.98M | 1.42% | 28 |
|
|
2023
Q1 | – | Sell |
-15,609
| Closed | -$1.16M | – | 122 |
|
|
2022
Q4 | $1.16M | Buy |
+15,609
| New | +$1.16M | 0.74% | 32 |
|